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 | $84,424 | $159,602-47.1% | $150,045-43.7% | $142,382-40.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.69% | 70.24%-54.5pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,693 | $4,961-45.7% | $4,693-42.6% | $4,299-37.4% |
| Participant deferral / active EE | $7,950 | $8,310-4.3% | $7,997-0.6% | $6,507+22.2% |
| Admin fee / account holder | $5,219 | $14,846-64.8% | $13,435-61.2% | $12,624-58.7% |