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 | $54,103 | $209,411-74.2% | $178,490-69.7% | $158,922-66.0% |
| Participation rate | 84.2% | 86.3%-2.1pp | 81.9%+2.3pp | 82.0%+2.3pp |
| Annual return | 18.84% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,551 | $5,706-72.8% | $5,011-69.0% | $4,761-67.4% |
| Participant deferral / active EE | $4,231 | $5,954-28.9% | $5,202-18.7% | $5,982-29.3% |
| Admin fee / account holder | $3,870 | $17,074-77.3% | $13,984-72.3% | $11,246-65.6% |