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 | $102,864 | $228,332-54.9% | $185,823-44.6% | $158,922-35.3% |
| Participation rate | 95.7% | 82.3%+13.4pp | 78.0%+17.6pp | 82.0%+13.7pp |
| Annual return | 15.81% | 40.80%-25.0pp | 35.95%-20.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $771 | $4,967-84.5% | $4,087-81.1% | $4,761-83.8% |
| Participant deferral / active EE | $12,215 | $6,415+90.4% | $5,632+116.9% | $5,982+104.2% |
| Admin fee / account holder | $6,962 | $11,864-41.3% | $9,500-26.7% | $11,246-38.1% |