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 | $83,475 | $154,228-45.9% | $145,433-42.6% | $137,256-39.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 18.89% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,775 | $4,804-42.2% | $4,554-39.1% | $4,156-33.2% |
| Participant deferral / active EE | $5,428 | $8,216-33.9% | $7,897-31.3% | $6,407-15.3% |
| Admin fee / account holder | $6,690 | $14,344-53.4% | $13,129-49.0% | $12,270-45.5% |