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 | $123,310 | $159,602-22.7% | $150,045-17.8% | $142,382-13.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 13.52% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,492 | $4,961-29.6% | $4,693-25.6% | $4,299-18.8% |
| Participant deferral / active EE | $4,264 | $8,310-48.7% | $7,997-46.7% | $6,507-34.5% |
| Admin fee / account holder | $4,868 | $14,846-67.2% | $13,435-63.8% | $12,624-61.4% |