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 | $93,413 | $159,602-41.5% | $150,045-37.7% | $142,382-34.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 19.90% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,991 | $4,961-59.9% | $4,693-57.6% | $4,299-53.7% |
| Participant deferral / active EE | $7,659 | $8,310-7.8% | $7,997-4.2% | $6,507+17.7% |
| Admin fee / account holder | $2,308 | $14,846-84.5% | $13,435-82.8% | $12,624-81.7% |