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 | $121,516 | $159,602-23.9% | $150,045-19.0% | $142,382-14.7% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 15.27% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,809 | $4,961-63.5% | $4,693-61.5% | $4,299-57.9% |
| Participant deferral / active EE | $8,511 | $8,310+2.4% | $7,997+6.4% | $6,507+30.8% |
| Admin fee / account holder | $6,446 | $14,846-56.6% | $13,435-52.0% | $12,624-48.9% |