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 | $114,983 | $177,572-35.2% | $154,803-25.7% | $142,382-19.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.57% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,273 | $4,810-32.0% | $4,305-24.0% | $4,299-23.9% |
| Participant deferral / active EE | $9,296 | $6,272+48.2% | $5,540+67.8% | $6,507+42.9% |
| Admin fee / account holder | $28,697 | $16,786+71.0% | $14,329+100.3% | $12,624+127.3% |