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 | $72,397 | $159,602-54.6% | $150,045-51.8% | $142,382-49.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 23.18% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,103 | $4,961-37.5% | $4,693-33.9% | $4,299-27.8% |
| Participant deferral / active EE | $4,591 | $8,310-44.8% | $7,997-42.6% | $6,507-29.5% |
| Admin fee / account holder | $2,014 | $14,846-86.4% | $13,435-85.0% | $12,624-84.0% |