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 | $67,789 | $159,602-57.5% | $150,045-54.8% | $142,382-52.4% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 17.51% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,623 | $4,961-47.1% | $4,693-44.1% | $4,299-39.0% |
| Participant deferral / active EE | $3,542 | $8,310-57.4% | $7,997-55.7% | $6,507-45.6% |
| Admin fee / account holder | $1,129 | $14,846-92.4% | $13,435-91.6% | $12,624-91.1% |