See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,354 | $178,174-55.5% | $156,181-49.2% | $137,256-42.2% |
| Participation rate | 86.4% | 82.0%+4.3pp | 78.8%+7.5pp | 80.0%+6.4pp |
| Annual return | 17.11% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,628 | $4,972-27.0% | $4,294-15.5% | $4,156-12.7% |
| Participant deferral / active EE | $6,263 | $6,888-9.1% | $6,132+2.1% | $6,407-2.2% |
| Admin fee / account holder | $9,887 | $17,404-43.2% | $14,586-32.2% | $12,270-19.4% |