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 | $80,617 | $114,381-29.5% | $107,525-25.0% | $142,382-43.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 16.57% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,072 | $4,015-23.5% | $3,754-18.2% | $4,299-28.5% |
| Participant deferral / active EE | $6,584 | $5,564+18.3% | $5,116+28.7% | $6,507+1.2% |
| Admin fee / account holder | $5,928 | $9,860-39.9% | $8,919-33.5% | $12,624-53.0% |