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 | $113,527 | $159,602-28.9% | $150,045-24.3% | $142,382-20.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.34% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,355 | $4,961+8.0% | $4,693+14.1% | $4,299+24.6% |
| Participant deferral / active EE | $12,016 | $8,310+44.6% | $7,997+50.3% | $6,507+84.7% |
| Admin fee / account holder | $31,364 | $14,846+111.3% | $13,435+133.5% | $12,624+148.4% |