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 | $74,978 | $154,228-51.4% | $145,433-48.4% | $137,256-45.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 12.62% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $962 | $4,804-80.0% | $4,554-78.9% | $4,156-76.9% |
| Participant deferral / active EE | $3,961 | $8,216-51.8% | $7,897-49.8% | $6,407-38.2% |
| Admin fee / account holder | $2,876 | $14,344-79.9% | $13,129-78.1% | $12,270-76.6% |