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 | $122,879 | $159,602-23.0% | $150,045-18.1% | $142,382-13.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.17% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,433 | $4,961-50.9% | $4,693-48.2% | $4,299-43.4% |
| Participant deferral / active EE | $4,717 | $8,310-43.2% | $7,997-41.0% | $6,507-27.5% |
| Admin fee / account holder | $34,434 | $14,846+131.9% | $13,435+156.3% | $12,624+172.8% |