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 | $120,578 | $159,602-24.5% | $150,045-19.6% | $142,382-15.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 20.57% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,768 | $4,961-3.9% | $4,693+1.6% | $4,299+10.9% |
| Participant deferral / active EE | $8,692 | $8,310+4.6% | $7,997+8.7% | $6,507+33.6% |
| Admin fee / account holder | $36,588 | $14,846+146.4% | $13,435+172.3% | $12,624+189.8% |