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 | $103,253 | $154,228-33.1% | $145,433-29.0% | $137,256-24.8% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 15.95% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,561 | $4,804-25.9% | $4,554-21.8% | $4,156-14.3% |
| Participant deferral / active EE | $8,601 | $8,216+4.7% | $7,897+8.9% | $6,407+34.3% |
| Admin fee / account holder | $2,829 | $14,344-80.3% | $13,129-78.5% | $12,270-76.9% |