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 | $101,114 | $179,726-43.7% | $156,263-35.3% | $142,382-29.0% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 15.48% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,631 | $5,069-28.4% | $4,333-16.2% | $4,299-15.6% |
| Participant deferral / active EE | $5,502 | $6,956-20.9% | $6,158-10.7% | $6,507-15.4% |
| Admin fee / account holder | $1,035 | $17,272-94.0% | $14,255-92.7% | $12,624-91.8% |