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 | $80,967 | $100,970-19.8% | $96,576-16.2% | $137,256-41.0% |
| Participation rate | 89.5% | 82.6%+6.9pp | 81.4%+8.0pp | 80.0%+9.5pp |
| Annual return | 32.59% | 38.16%-5.6pp | 38.47%-5.9pp | 220.34%-187.7pp |
| Employer contribution / active EE | $2,194 | $3,809-42.4% | $3,553-38.2% | $4,156-47.2% |
| Participant deferral / active EE | $5,101 | $8,286-38.4% | $7,956-35.9% | $6,407-20.4% |
| Admin fee / account holder | $1,452 | $11,312-87.2% | $11,381-87.2% | $12,270-88.2% |