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 | $19,011 | $148,534-87.2% | $135,903-86.0% | $139,434-86.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.39% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,263 | $5,243-75.9% | $4,856-74.0% | $4,751-73.4% |
| Participant deferral / active EE | $5,461 | $8,100-32.6% | $7,758-29.6% | $6,710-18.6% |
| Admin fee / account holder | $10,602 | $12,400-14.5% | $10,762-1.5% | $11,403-7.0% |