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 | $154,228-56.3% | $145,433-53.6% | $137,256-50.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 18.01% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,111 | $4,804-14.4% | $4,554-9.7% | $4,156-1.1% |
| Participant deferral / active EE | $6,512 | $8,216-20.7% | $7,897-17.5% | $6,407+1.6% |
| Admin fee / account holder | $1,515 | $14,344-89.4% | $13,129-88.5% | $12,270-87.7% |