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 | $82,747 | $159,602-48.2% | $150,045-44.9% | $142,382-41.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.70% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,209 | $4,961-55.5% | $4,693-52.9% | $4,299-48.6% |
| Participant deferral / active EE | $4,940 | $8,310-40.5% | $7,997-38.2% | $6,507-24.1% |
| Admin fee / account holder | $3,972 | $14,846-73.2% | $13,435-70.4% | $12,624-68.5% |