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 | $67,472 | $159,602-57.7% | $150,045-55.0% | $142,382-52.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.01% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,111 | $4,961-17.1% | $4,693-12.4% | $4,299-4.4% |
| Participant deferral / active EE | $6,512 | $8,310-21.6% | $7,997-18.6% | $6,507+0.1% |
| Admin fee / account holder | $1,515 | $14,846-89.8% | $13,435-88.7% | $12,624-88.0% |