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 | $154,228-20.0% | $145,433-15.2% | $137,256-10.2% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.52% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,492 | $4,804-27.3% | $4,554-23.3% | $4,156-16.0% |
| Participant deferral / active EE | $4,264 | $8,216-48.1% | $7,897-46.0% | $6,407-33.4% |
| Admin fee / account holder | $4,868 | $14,344-66.1% | $13,129-62.9% | $12,270-60.3% |