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 | $82,689 | $114,381-27.7% | $107,525-23.1% | $142,382-41.9% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 27.36% | 242.71%-215.3pp | 181.32%-154.0pp | 217.08%-189.7pp |
| Employer contribution / active EE | $4,177 | $4,015+4.0% | $3,754+11.3% | $4,299-2.8% |
| Participant deferral / active EE | $9,046 | $5,564+62.6% | $5,116+76.8% | $6,507+39.0% |
| Admin fee / account holder | $4,146 | $9,860-58.0% | $8,919-53.5% | $12,624-67.2% |