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 | $110,588 | $217,402-49.1% | $185,823-40.5% | $167,490-34.0% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 14.46% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,373 | $5,873-76.6% | $5,167-73.4% | $4,837-71.6% |
| Participant deferral / active EE | $6,303 | $6,356-0.8% | $5,568+13.2% | $6,341-0.6% |
| Admin fee / account holder | $615 | $19,811-96.9% | $16,237-96.2% | $12,309-95.0% |