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 | $102,336 | $159,602-35.9% | $150,045-31.8% | $142,382-28.1% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 16.98% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,956 | $4,961-40.4% | $4,693-37.0% | $4,299-31.2% |
| Participant deferral / active EE | $6,279 | $8,310-24.4% | $7,997-21.5% | $6,507-3.5% |
| Admin fee / account holder | $19,818 | $14,846+33.5% | $13,435+47.5% | $12,624+57.0% |