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 | $71,439 | $159,602-55.2% | $150,045-52.4% | $142,382-49.8% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 33.19% | 70.24%-37.0pp | 62.55%-29.4pp | 217.08%-183.9pp |
| Employer contribution / active EE | $2,010 | $4,961-59.5% | $4,693-57.2% | $4,299-53.2% |
| Participant deferral / active EE | $11,900 | $8,310+43.2% | $7,997+48.8% | $6,507+82.9% |
| Admin fee / account holder | $14,547 | $14,846-2.0% | $13,435+8.3% | $12,624+15.2% |