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 | $64,895 | $175,202-63.0% | $149,673-56.6% | $139,434-53.5% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 24.89% | 166.71%-141.8pp | 134.42%-109.5pp | 372.94%-348.1pp |
| Employer contribution / active EE | $5,665 | $5,474+3.5% | $4,818+17.6% | $4,751+19.2% |
| Participant deferral / active EE | $5,390 | $6,519-17.3% | $5,680-5.1% | $6,710-19.7% |
| Admin fee / account holder | $3,438 | $16,150-78.7% | $13,210-74.0% | $11,403-69.8% |