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 | $82,915 | $159,602-48.0% | $150,045-44.7% | $142,382-41.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 15.93% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,397 | $4,961-51.7% | $4,693-48.9% | $4,299-44.2% |
| Participant deferral / active EE | $20,097 | $8,310+141.8% | $7,997+151.3% | $6,507+208.8% |
| Admin fee / account holder | $693 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |