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 | $137,048 | $177,572-22.8% | $154,803-11.5% | $142,382-3.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.17% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,208 | $4,810-54.1% | $4,305-48.7% | $4,299-48.6% |
| Participant deferral / active EE | $2,826 | $6,272-54.9% | $5,540-49.0% | $6,507-56.6% |
| Admin fee / account holder | $1,212 | $16,786-92.8% | $14,329-91.5% | $12,624-90.4% |