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 | $122,678 | $154,117-20.4% | $129,995-5.6% | $139,434-12.0% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 16.58% | 32.48%-15.9pp | -137.18%+153.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $8,126 | $5,289+53.6% | $4,320+88.1% | $4,751+71.0% |
| Participant deferral / active EE | $9,017 | $6,710+34.4% | $5,820+54.9% | $6,710+34.4% |
| Admin fee / account holder | $2,506 | $14,007-82.1% | $10,614-76.4% | $11,403-78.0% |