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 | $63,794 | $159,602-60.0% | $150,045-57.5% | $142,382-55.2% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 14.69% | 70.24%-55.5pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,955 | $4,961-60.6% | $4,693-58.3% | $4,299-54.5% |
| Participant deferral / active EE | $6,560 | $8,310-21.1% | $7,997-18.0% | $6,507+0.8% |
| Admin fee / account holder | $15,377 | $14,846+3.6% | $13,435+14.5% | $12,624+21.8% |