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 | $103,373 | $179,726-42.5% | $156,263-33.8% | $142,382-27.4% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 14.18% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,160 | $6,956+74.8% | $6,158+97.5% | $6,507+86.9% |
| Admin fee / account holder | $8,584 | $17,272-50.3% | $14,255-39.8% | $12,624-32.0% |