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 | $71,742 | $159,602-55.0% | $150,045-52.2% | $142,382-49.6% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 12.73% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,331 | $4,961+27.6% | $4,693+34.9% | $4,299+47.3% |
| Participant deferral / active EE | $14,722 | $8,310+77.2% | $7,997+84.1% | $6,507+126.2% |
| Admin fee / account holder | $14,014 | $14,846-5.6% | $13,435+4.3% | $12,624+11.0% |