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 | $118,017 | $73,933+59.6% | $96,683+22.1% | $75,163+57.0% |
| Participation rate | 94.5% | 66.4%+28.1pp | 74.3%+20.2pp | 67.2%+27.3pp |
| Annual return | 16.94% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,795 | $2,928-4.5% | $3,737-25.2% | $2,670+4.7% |
| Participant deferral / active EE | $7,218 | $3,659+97.3% | $4,878+48.0% | $4,125+75.0% |
| Admin fee / account holder | $5,661 | $5,216+8.5% | $6,730-15.9% | $5,651+0.2% |