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 | $107,153 | $104,251+2.8% | $91,001+17.7% | $147,584-27.4% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | 16.22% | 27.06%-10.8pp | 4.60%+11.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,464 | $3,116-53.0% | $2,456-40.4% | $4,876-70.0% |
| Participant deferral / active EE | $4,897 | $4,195+16.7% | $3,547+38.0% | $5,439-10.0% |
| Admin fee / account holder | $18,424 | $8,948+105.9% | $5,417+240.1% | $10,885+69.3% |