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 | $100,462 | $185,822-45.9% | $169,993-40.9% | $139,434-28.0% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 18.70% | 60.50%-41.8pp | 53.37%-34.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $4,067 | $7,590-46.4% | $6,785-40.1% | $4,751-14.4% |
| Participant deferral / active EE | $13,168 | $11,622+13.3% | $10,408+26.5% | $6,710+96.2% |
| Admin fee / account holder | $17,975 | $15,381+16.9% | $12,815+40.3% | $11,403+57.6% |