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 | $80,607 | $159,602-49.5% | $150,045-46.3% | $142,382-43.4% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 18.89% | 70.24%-51.3pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,662 | $4,961-6.0% | $4,693-0.7% | $4,299+8.4% |
| Participant deferral / active EE | $8,527 | $8,310+2.6% | $7,997+6.6% | $6,507+31.0% |
| Admin fee / account holder | $4,962 | $14,846-66.6% | $13,435-63.1% | $12,624-60.7% |