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 | $79,151 | $215,361-63.2% | $171,082-53.7% | $273,961-71.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 56.50% | 25.14%+31.4pp | 32.56%+23.9pp | 41.45%+15.0pp |
| Employer contribution / active EE | $2,987 | $4,967-39.9% | $4,002-25.4% | $4,869-38.7% |
| Participant deferral / active EE | $7,149 | $5,543+29.0% | $4,797+49.0% | $5,287+35.2% |
| Admin fee / account holder | $2,465 | $10,846-77.3% | $8,520-71.1% | $10,132-75.7% |