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 | $79,144 | $148,534-46.7% | $135,903-41.8% | $139,434-43.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 12.38% | 79.19%-66.8pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,748 | $5,243-47.6% | $4,856-43.4% | $4,751-42.2% |
| Participant deferral / active EE | $7,777 | $8,100-4.0% | $7,758+0.2% | $6,710+15.9% |
| Admin fee / account holder | $23,061 | $12,400+86.0% | $10,762+114.3% | $11,403+102.2% |