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 | $80,591 | $177,572-54.6% | $154,803-47.9% | $142,382-43.4% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 13.16% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,852 | $4,810-61.5% | $4,305-57.0% | $4,299-56.9% |
| Participant deferral / active EE | $5,216 | $6,272-16.8% | $5,540-5.9% | $6,507-19.8% |
| Admin fee / account holder | $454 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |