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 | $80,886 | $124,281-34.9% | $109,143-25.9% | $167,490-51.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 9.87% | 26.04%-16.2pp | 25.75%-15.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $3,331 | $4,207-20.8% | $3,722-10.5% | $4,837-31.1% |
| Participant deferral / active EE | $8,212 | $5,255+56.3% | $4,653+76.5% | $6,341+29.5% |
| Admin fee / account holder | $14,777 | $7,970+85.4% | $6,752+118.9% | $12,309+20.1% |