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 | $45,778 | $209,411-78.1% | $178,490-74.4% | $158,922-71.2% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 17.08% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,767 | $5,706-69.0% | $5,011-64.7% | $4,761-62.9% |
| Participant deferral / active EE | $5,514 | $5,954-7.4% | $5,202+6.0% | $5,982-7.8% |
| Admin fee / account holder | $11,181 | $17,074-34.5% | $13,984-20.0% | $11,246-0.6% |