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 | $35,413 | $172,111-79.4% | $150,298-76.4% | $137,256-74.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 14.36% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $5,265 | $4,636+13.6% | $4,154+26.7% | $4,156+26.7% |
| Participant deferral / active EE | $7,958 | $6,166+29.1% | $5,453+45.9% | $6,407+24.2% |
| Admin fee / account holder | $125,836 | $16,471+664.0% | $14,116+791.5% | $12,270+925.5% |