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 | $55,729 | $159,602-65.1% | $150,045-62.9% | $142,382-60.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 19.31% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,791 | $4,961-63.9% | $4,693-61.8% | $4,299-58.4% |
| Participant deferral / active EE | $7,481 | $8,310-10.0% | $7,997-6.5% | $6,507+15.0% |
| Admin fee / account holder | $5,244 | $14,846-64.7% | $13,435-61.0% | $12,624-58.5% |