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 | $35,715 | $159,602-77.6% | $150,045-76.2% | $142,382-74.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.14% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,381 | $4,961-52.0% | $4,693-49.3% | $4,299-44.6% |
| Participant deferral / active EE | $3,375 | $8,310-59.4% | $7,997-57.8% | $6,507-48.1% |
| Admin fee / account holder | $3,826 | $14,846-74.2% | $13,435-71.5% | $12,624-69.7% |