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 | $125,457 | $179,726-30.2% | $156,263-19.7% | $142,382-11.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 14.62% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,475 | $5,069-70.9% | $4,333-66.0% | $4,299-65.7% |
| Participant deferral / active EE | $6,441 | $6,956-7.4% | $6,158+4.6% | $6,507-1.0% |
| Admin fee / account holder | $4,740 | $17,272-72.6% | $14,255-66.8% | $12,624-62.5% |