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 | $103,871 | $176,056-41.0% | $159,436-34.9% | $167,490-38.0% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 10.75% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,568 | $5,297-32.6% | $4,829-26.1% | $4,837-26.2% |
| Participant deferral / active EE | $3,153 | $7,750-59.3% | $7,352-57.1% | $6,341-50.3% |
| Admin fee / account holder | $1,852 | $12,554-85.2% | $10,799-82.8% | $12,309-85.0% |