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 | $88,986 | $154,228-42.3% | $145,433-38.8% | $137,256-35.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 17.74% | 74.59%-56.9pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,869 | $4,804-61.1% | $4,554-59.0% | $4,156-55.0% |
| Participant deferral / active EE | $5,605 | $8,216-31.8% | $7,897-29.0% | $6,407-12.5% |
| Admin fee / account holder | $519 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |