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 | $53,114 | $210,408-74.8% | $153,485-65.4% | $145,922-63.6% |
| Participation rate | 93.3% | 82.1%+11.2pp | 77.1%+16.3pp | 80.3%+13.1pp |
| Annual return | 9.03% | 13.37%-4.3pp | 15.65%-6.6pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,622 | $6,048-40.1% | $5,039-28.1% | $4,660-22.3% |
| Participant deferral / active EE | $3,608 | $7,975-54.8% | $6,757-46.6% | $6,688-46.0% |
| Admin fee / account holder | $8,707 | $19,419-55.2% | $12,724-31.6% | $13,397-35.0% |