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 | $125,550 | $159,602-21.3% | $150,045-16.3% | $142,382-11.8% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 17.37% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,383 | $4,961+8.5% | $4,693+14.7% | $4,299+25.2% |
| Participant deferral / active EE | $8,710 | $8,310+4.8% | $7,997+8.9% | $6,507+33.9% |
| Admin fee / account holder | $1,184 | $14,846-92.0% | $13,435-91.2% | $12,624-90.6% |