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 | $96,371 | $175,202-45.0% | $149,673-35.6% | $139,434-30.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 21.01% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $3,616 | $5,474-34.0% | $4,818-25.0% | $4,751-23.9% |
| Participant deferral / active EE | $6,543 | $6,519+0.4% | $5,680+15.2% | $6,710-2.5% |
| Admin fee / account holder | $1,389 | $16,150-91.4% | $13,210-89.5% | $11,403-87.8% |