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 8-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 | $95,993 | $159,602-39.9% | $150,045-36.0% | $142,382-32.6% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.3%-8.4pp | 80.1%-6.2pp |
| Annual return | 21.58% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,571 | $4,961-7.9% | $4,693-2.6% | $4,299+6.3% |
| Participant deferral / active EE | $11,064 | $8,310+33.1% | $7,997+38.4% | $6,507+70.0% |
| Admin fee / account holder | $4,150 | $14,846-72.0% | $13,435-69.1% | $12,624-67.1% |