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 | $71,302 | $154,228-53.8% | $145,433-51.0% | $137,256-48.1% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 15.66% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,907 | $4,804-39.5% | $4,554-36.2% | $4,156-30.1% |
| Participant deferral / active EE | $7,524 | $8,216-8.4% | $7,897-4.7% | $6,407+17.4% |
| Admin fee / account holder | $962 | $14,344-93.3% | $13,129-92.7% | $12,270-92.2% |