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 | $154,228-20.3% | $145,433-15.5% | $137,256-10.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 13.17% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,433 | $4,804-49.3% | $4,554-46.6% | $4,156-41.5% |
| Participant deferral / active EE | $4,717 | $8,216-42.6% | $7,897-40.3% | $6,407-26.4% |
| Admin fee / account holder | $34,434 | $14,344+140.1% | $13,129+162.3% | $12,270+180.6% |