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 | $112,346 | $154,228-27.2% | $145,433-22.8% | $137,256-18.1% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 22.21% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,852 | $4,804-19.8% | $4,554-15.4% | $4,156-7.3% |
| Participant deferral / active EE | $7,694 | $8,216-6.4% | $7,897-2.6% | $6,407+20.1% |
| Admin fee / account holder | $520 | $14,344-96.4% | $13,129-96.0% | $12,270-95.8% |