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 | $72,071 | $159,602-54.8% | $150,045-52.0% | $142,382-49.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 15.93% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,650 | $4,961-6.3% | $4,693-0.9% | $4,299+8.2% |
| Participant deferral / active EE | $5,983 | $8,310-28.0% | $7,997-25.2% | $6,507-8.1% |
| Admin fee / account holder | $4,201 | $14,846-71.7% | $13,435-68.7% | $12,624-66.7% |