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 | $117,021 | $159,602-26.7% | $150,045-22.0% | $142,382-17.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 13.68% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,302 | $4,961+6.9% | $4,693+13.0% | $4,299+23.3% |
| Participant deferral / active EE | $8,833 | $8,310+6.3% | $7,997+10.5% | $6,507+35.7% |
| Admin fee / account holder | $1,693 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |