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 5-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 | $105,017 | $159,602-34.2% | $150,045-30.0% | $142,382-26.2% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 18.36% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,636 | $4,961-26.7% | $4,693-22.5% | $4,299-15.4% |
| Participant deferral / active EE | $10,077 | $8,310+21.3% | $7,997+26.0% | $6,507+54.9% |
| Admin fee / account holder | $1,364 | $14,846-90.8% | $13,435-89.8% | $12,624-89.2% |