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 | $60,980 | $159,602-61.8% | $150,045-59.4% | $142,382-57.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.70% | 70.24%-56.5pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,406 | $4,961-51.5% | $4,693-48.7% | $4,299-44.0% |
| Participant deferral / active EE | $3,757 | $8,310-54.8% | $7,997-53.0% | $6,507-42.3% |
| Admin fee / account holder | $18,144 | $14,846+22.2% | $13,435+35.1% | $12,624+43.7% |