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 | $130,488 | $177,572-26.5% | $154,803-15.7% | $142,382-8.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 15.75% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,902 | $4,810-18.9% | $4,305-9.4% | $4,299-9.2% |
| Participant deferral / active EE | $9,361 | $6,272+49.3% | $5,540+69.0% | $6,507+43.9% |
| Admin fee / account holder | $5,365 | $16,786-68.0% | $14,329-62.6% | $12,624-57.5% |