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 | $77,594 | $154,228-49.7% | $145,433-46.6% | $137,256-43.5% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 16.03% | 74.59%-58.6pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,755 | $4,804-42.7% | $4,554-39.5% | $4,156-33.7% |
| Participant deferral / active EE | $11,034 | $8,216+34.3% | $7,897+39.7% | $6,407+72.2% |
| Admin fee / account holder | $1,915 | $14,344-86.6% | $13,129-85.4% | $12,270-84.4% |