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 | $86,093 | $171,164-49.7% | $127,761-32.6% | $152,861-43.7% |
| Participation rate | 81.0% | 83.4%-2.5pp | 79.0%+2.0pp | 82.4%-1.5pp |
| Annual return | 22.36% | 23.54%-1.2pp | 26.14%-3.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $5,277 | $5,447-3.1% | $4,574+15.4% | $4,762+10.8% |
| Participant deferral / active EE | $11,640 | $7,038+65.4% | $6,021+93.3% | $5,850+99.0% |
| Admin fee / account holder | $21,996 | $14,530+51.4% | $9,395+134.1% | $11,596+89.7% |