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 | $81,098 | $179,726-54.9% | $156,263-48.1% | $142,382-43.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 14.60% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,151 | $5,069-37.8% | $4,333-27.3% | $4,299-26.7% |
| Participant deferral / active EE | $6,856 | $6,956-1.4% | $6,158+11.3% | $6,507+5.4% |
| Admin fee / account holder | $7,410 | $17,272-57.1% | $14,255-48.0% | $12,624-41.3% |