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 | $140,386 | $214,378-34.5% | $200,582-30.0% | $142,382-1.4% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 16.92% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,141 | $6,841-39.5% | $6,419-35.5% | $4,299-3.7% |
| Participant deferral / active EE | $10,955 | $9,865+11.1% | $9,331+17.4% | $6,507+68.4% |
| Admin fee / account holder | $1,092 | $17,692-93.8% | $16,305-93.3% | $12,624-91.4% |