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 | $130,029 | $177,572-26.8% | $154,803-16.0% | $142,382-8.7% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 16.45% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,524 | $4,810-68.3% | $4,305-64.6% | $4,299-64.6% |
| Participant deferral / active EE | $5,458 | $6,272-13.0% | $5,540-1.5% | $6,507-16.1% |
| Admin fee / account holder | $22,396 | $16,786+33.4% | $14,329+56.3% | $12,624+77.4% |