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 | $154,228-21.2% | $145,433-16.4% | $137,256-11.5% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 15.27% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,809 | $4,804-62.4% | $4,554-60.3% | $4,156-56.5% |
| Participant deferral / active EE | $8,511 | $8,216+3.6% | $7,897+7.8% | $6,407+32.8% |
| Admin fee / account holder | $6,446 | $14,344-55.1% | $13,129-50.9% | $12,270-47.5% |