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 | $117,829 | $183,519-35.8% | $155,509-24.2% | $145,922-19.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.54% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,752 | $5,313-10.6% | $4,672+1.7% | $4,660+2.0% |
| Participant deferral / active EE | $8,754 | $6,462+35.5% | $5,626+55.6% | $6,688+30.9% |
| Admin fee / account holder | $35,568 | $19,313+84.2% | $15,912+123.5% | $13,397+165.5% |