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 | $95,971 | $154,228-37.8% | $145,433-34.0% | $137,256-30.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 12.71% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,346 | $4,804-51.2% | $4,554-48.5% | $4,156-43.5% |
| Participant deferral / active EE | $3,343 | $8,216-59.3% | $7,897-57.7% | $6,407-47.8% |
| Admin fee / account holder | $164,756 | $14,344+1048.6% | $13,129+1154.9% | $12,270+1242.7% |