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 | $129,431 | $210,408-38.5% | $153,485-15.7% | $145,922-11.3% |
| Participation rate | 94.4% | 82.1%+12.3pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 14.82% | 13.37%+1.4pp | 15.65%-0.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,261 | $6,048-46.1% | $5,039-35.3% | $4,660-30.0% |
| Participant deferral / active EE | $3,582 | $7,975-55.1% | $6,757-47.0% | $6,688-46.4% |
| Admin fee / account holder | $30,919 | $19,419+59.2% | $12,724+143.0% | $13,397+130.8% |