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 | $141,209 | $177,572-20.5% | $154,803-8.8% | $142,382-0.8% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 14.96% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,033 | $4,810-36.9% | $4,305-29.6% | $4,299-29.4% |
| Participant deferral / active EE | $7,723 | $6,272+23.1% | $5,540+39.4% | $6,507+18.7% |
| Admin fee / account holder | $6,333 | $16,786-62.3% | $14,329-55.8% | $12,624-49.8% |