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 | $90,211 | $148,534-39.3% | $135,903-33.6% | $139,434-35.3% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 15.99% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $5,160 | $5,243-1.6% | $4,856+6.3% | $4,751+8.6% |
| Participant deferral / active EE | $8,784 | $8,100+8.4% | $7,758+13.2% | $6,710+30.9% |
| Admin fee / account holder | $1,704 | $12,400-86.3% | $10,762-84.2% | $11,403-85.1% |