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 | $122,366 | $177,572-31.1% | $154,803-21.0% | $142,382-14.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 17.24% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,704 | $4,810-43.8% | $4,305-37.2% | $4,299-37.1% |
| Participant deferral / active EE | $5,744 | $6,272-8.4% | $5,540+3.7% | $6,507-11.7% |
| Admin fee / account holder | $3,077 | $16,786-81.7% | $14,329-78.5% | $12,624-75.6% |