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 | $91,874 | $159,602-42.4% | $150,045-38.8% | $142,382-35.5% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 12.43% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,628 | $4,961-67.2% | $4,693-65.3% | $4,299-62.1% |
| Participant deferral / active EE | $8,481 | $8,310+2.1% | $7,997+6.1% | $6,507+30.3% |
| Admin fee / account holder | $21,343 | $14,846+43.8% | $13,435+58.9% | $12,624+69.1% |