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 | $71,855 | $217,402-66.9% | $185,823-61.3% | $167,490-57.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 12.64% | 148.36%-135.7pp | 122.05%-109.4pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,416 | $5,873-58.9% | $5,167-53.2% | $4,837-50.1% |
| Participant deferral / active EE | $3,354 | $6,356-47.2% | $5,568-39.8% | $6,341-47.1% |
| Admin fee / account holder | $17,644 | $19,811-10.9% | $16,237+8.7% | $12,309+43.3% |