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 | $94,083 | $154,228-39.0% | $145,433-35.3% | $137,256-31.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.84% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,579 | $4,804-46.3% | $4,554-43.4% | $4,156-37.9% |
| Participant deferral / active EE | $8,588 | $8,216+4.5% | $7,897+8.7% | $6,407+34.0% |
| Admin fee / account holder | $75,356 | $14,344+425.4% | $13,129+474.0% | $12,270+514.1% |