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 | $122,554 | $159,602-23.2% | $150,045-18.3% | $142,382-13.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.38% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,366 | $4,961-32.1% | $4,693-28.3% | $4,299-21.7% |
| Participant deferral / active EE | $6,865 | $8,310-17.4% | $7,997-14.2% | $6,507+5.5% |
| Admin fee / account holder | $5,853 | $14,846-60.6% | $13,435-56.4% | $12,624-53.6% |