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 | $67,037 | $159,602-58.0% | $150,045-55.3% | $142,382-52.9% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 13.30% | 70.24%-56.9pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,156 | $4,961-36.4% | $4,693-32.7% | $4,299-26.6% |
| Participant deferral / active EE | $7,159 | $8,310-13.9% | $7,997-10.5% | $6,507+10.0% |
| Admin fee / account holder | $29,904 | $14,846+101.4% | $13,435+122.6% | $12,624+136.9% |