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 | $86,631 | $148,534-41.7% | $135,903-36.3% | $139,434-37.9% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 17.06% | 79.19%-62.1pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,084 | $5,243-22.1% | $4,856-15.9% | $4,751-14.0% |
| Participant deferral / active EE | $11,472 | $8,100+41.6% | $7,758+47.9% | $6,710+71.0% |
| Admin fee / account holder | $11,907 | $12,400-4.0% | $10,762+10.6% | $11,403+4.4% |