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 | $137,023 | $159,602-14.1% | $150,045-8.7% | $142,382-3.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.85% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,420 | $4,961-51.2% | $4,693-48.4% | $4,299-43.7% |
| Participant deferral / active EE | $3,072 | $8,310-63.0% | $7,997-61.6% | $6,507-52.8% |
| Admin fee / account holder | $1,680 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |