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 | $85,976 | $211,958-59.4% | $169,463-49.3% | $135,375-36.5% |
| Participation rate | 89.5% | 82.6%+6.8pp | 77.8%+11.7pp | 82.6%+6.8pp |
| Annual return | 8.31% | 3.26%+5.1pp | 1.83%+6.5pp | 519.73%-511.4pp |
| Employer contribution / active EE | $3,002 | $5,120-41.4% | $4,159-27.8% | $4,779-37.2% |
| Participant deferral / active EE | $9,553 | $6,075+57.2% | $5,277+81.0% | $5,609+70.3% |
| Admin fee / account holder | $18,377 | $11,471+60.2% | $9,109+101.7% | $10,827+69.7% |