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 | $138,661 | $228,332-39.3% | $185,823-25.4% | $158,922-12.7% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 14.33% | 40.80%-26.5pp | 35.95%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,177 | $4,967-56.2% | $4,087-46.7% | $4,761-54.3% |
| Participant deferral / active EE | $5,319 | $6,415-17.1% | $5,632-5.6% | $5,982-11.1% |
| Admin fee / account holder | $7,579 | $11,864-36.1% | $9,500-20.2% | $11,246-32.6% |