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 | $77,923 | $177,572-56.1% | $154,803-49.7% | $142,382-45.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.35% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $13,295 | $4,810+176.4% | $4,305+208.8% | $4,299+209.3% |
| Participant deferral / active EE | $8,221 | $6,272+31.1% | $5,540+48.4% | $6,507+26.3% |
| Admin fee / account holder | $25,632 | $16,786+52.7% | $14,329+78.9% | $12,624+103.0% |