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 | $55,348 | $159,602-65.3% | $150,045-63.1% | $142,382-61.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.42% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,387 | $4,961-31.7% | $4,693-27.8% | $4,299-21.2% |
| Participant deferral / active EE | $5,100 | $8,310-38.6% | $7,997-36.2% | $6,507-21.6% |
| Admin fee / account holder | $1,778 | $14,846-88.0% | $13,435-86.8% | $12,624-85.9% |