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 | $108,025 | $148,534-27.3% | $135,903-20.5% | $139,434-22.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.51% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $3,068 | $5,243-41.5% | $4,856-36.8% | $4,751-35.4% |
| Participant deferral / active EE | $9,077 | $8,100+12.1% | $7,758+17.0% | $6,710+35.3% |
| Admin fee / account holder | $1,740 | $12,400-86.0% | $10,762-83.8% | $11,403-84.7% |