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 | $74,342 | $179,726-58.6% | $156,263-52.4% | $142,382-47.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.60% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,163 | $5,069+1.9% | $4,333+19.2% | $4,299+20.1% |
| Participant deferral / active EE | $7,932 | $6,956+14.0% | $6,158+28.8% | $6,507+21.9% |
| Admin fee / account holder | $28,578 | $17,272+65.5% | $14,255+100.5% | $12,624+126.4% |