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 | $154,228-39.4% | $145,433-35.8% | $137,256-31.9% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 19.90% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,991 | $4,804-58.6% | $4,554-56.3% | $4,156-52.1% |
| Participant deferral / active EE | $7,659 | $8,216-6.8% | $7,897-3.0% | $6,407+19.5% |
| Admin fee / account holder | $2,308 | $14,344-83.9% | $13,129-82.4% | $12,270-81.2% |