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 | $79,406 | $214,378-63.0% | $200,582-60.4% | $142,382-44.2% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 12.69% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,122 | $6,841-54.4% | $6,419-51.4% | $4,299-27.4% |
| Participant deferral / active EE | $7,570 | $9,865-23.3% | $9,331-18.9% | $6,507+16.3% |
| Admin fee / account holder | $5,001 | $17,692-71.7% | $16,305-69.3% | $12,624-60.4% |