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 | $130,240 | $183,592-29.1% | $155,567-16.3% | $145,959-10.8% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 11.48% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $3,701 | $5,315-30.4% | $4,674-20.8% | $4,661-20.6% |
| Participant deferral / active EE | $8,477 | $6,464+31.1% | $5,628+50.6% | $6,689+26.7% |
| Admin fee / account holder | $2,723 | $19,318-85.9% | $15,916-82.9% | $13,398-79.7% |