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 | $111,130 | $154,228-27.9% | $145,433-23.6% | $137,256-19.0% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 13.81% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,072 | $4,804-56.9% | $4,554-54.5% | $4,156-50.2% |
| Participant deferral / active EE | $5,755 | $8,216-30.0% | $7,897-27.1% | $6,407-10.2% |
| Admin fee / account holder | $9,129 | $14,344-36.4% | $13,129-30.5% | $12,270-25.6% |