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 | $124,271 | $154,228-19.4% | $145,433-14.6% | $137,256-9.5% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 14.03% | 74.59%-60.6pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,599 | $4,804-25.1% | $4,554-21.0% | $4,156-13.4% |
| Participant deferral / active EE | $9,575 | $8,216+16.5% | $7,897+21.2% | $6,407+49.4% |
| Admin fee / account holder | $8,722 | $14,344-39.2% | $13,129-33.6% | $12,270-28.9% |