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 | $89,527 | $159,602-43.9% | $150,045-40.3% | $142,382-37.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.61% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $907 | $4,961-81.7% | $4,693-80.7% | $4,299-78.9% |
| Participant deferral / active EE | $9,518 | $8,310+14.5% | $7,997+19.0% | $6,507+46.3% |
| Admin fee / account holder | $29,979 | $14,846+101.9% | $13,435+123.1% | $12,624+137.5% |