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 | $77,891 | $127,386-38.9% | $115,037-32.3% | $125,391-37.9% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | 1.75% | 31.28%-29.5pp | 26.14%-24.4pp | 282.22%-280.5pp |
| Employer contribution / active EE | $5,336 | $5,166+3.3% | $4,608+15.8% | $4,866+9.7% |
| Participant deferral / active EE | $2,872 | $6,423-55.3% | $6,026-52.3% | $5,352-46.3% |
| Admin fee / account holder | $18,670 | $9,516+96.2% | $8,175+128.4% | $9,540+95.7% |