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 | $20,997 | $154,228-86.4% | $145,433-85.6% | $137,256-84.7% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 21.06% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,470 | $4,804-27.8% | $4,554-23.8% | $4,156-16.5% |
| Participant deferral / active EE | $4,686 | $8,216-43.0% | $7,897-40.7% | $6,407-26.9% |
| Admin fee / account holder | $3,343 | $14,344-76.7% | $13,129-74.5% | $12,270-72.8% |