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 | $77,075 | $157,256-51.0% | $141,162-45.4% | $152,861-49.6% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 22.47% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,249 | $5,261+18.8% | $4,735+32.0% | $4,762+31.2% |
| Participant deferral / active EE | $6,659 | $7,109-6.3% | $6,709-0.7% | $5,850+13.8% |
| Admin fee / account holder | $2,222 | $12,120-81.7% | $10,261-78.3% | $11,596-80.8% |