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 | $79,689 | $154,228-48.3% | $145,433-45.2% | $137,256-41.9% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 16.21% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $8,283 | $4,804+72.4% | $4,554+81.9% | $4,156+99.3% |
| Participant deferral / active EE | $4,628 | $8,216-43.7% | $7,897-41.4% | $6,407-27.8% |
| Admin fee / account holder | $441 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |