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 | $66,300 | $148,534-55.4% | $135,903-51.2% | $139,434-52.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.76% | 79.19%-60.4pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,836 | $5,243-45.9% | $4,856-41.6% | $4,751-40.3% |
| Participant deferral / active EE | $11,155 | $8,100+37.7% | $7,758+43.8% | $6,710+66.2% |
| Admin fee / account holder | $5,461 | $12,400-56.0% | $10,762-49.3% | $11,403-52.1% |