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 | $76,270 | $172,111-55.7% | $150,298-49.3% | $137,256-44.4% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 11.37% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $4,089 | $4,636-11.8% | $4,154-1.6% | $4,156-1.6% |
| Participant deferral / active EE | $3,716 | $6,166-39.7% | $5,453-31.9% | $6,407-42.0% |
| Admin fee / account holder | $33,739 | $16,471+104.8% | $14,116+139.0% | $12,270+175.0% |