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 | $88,748 | $154,228-42.5% | $145,433-39.0% | $137,256-35.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 16.94% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,632 | $4,804-3.6% | $4,554+1.7% | $4,156+11.5% |
| Participant deferral / active EE | $10,102 | $8,216+22.9% | $7,897+27.9% | $6,407+57.7% |
| Admin fee / account holder | $11,491 | $14,344-19.9% | $13,129-12.5% | $12,270-6.4% |