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 | $126,701 | $177,572-28.6% | $154,803-18.2% | $142,382-11.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 12.01% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,171 | $4,810+28.3% | $4,305+43.3% | $4,299+43.5% |
| Participant deferral / active EE | $13,538 | $6,272+115.9% | $5,540+144.3% | $6,507+108.0% |
| Admin fee / account holder | $10,307 | $16,786-38.6% | $14,329-28.1% | $12,624-18.4% |