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 | $71,093 | $148,534-52.1% | $135,903-47.7% | $139,434-49.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.08% | 79.19%-65.1pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,478 | $5,243-52.7% | $4,856-49.0% | $4,751-47.8% |
| Participant deferral / active EE | $4,298 | $8,100-46.9% | $7,758-44.6% | $6,710-35.9% |
| Admin fee / account holder | $2,454 | $12,400-80.2% | $10,762-77.2% | $11,403-78.5% |