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 | $137,521 | $159,602-13.8% | $150,045-8.3% | $142,382-3.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 14.56% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,989 | $4,961-39.7% | $4,693-36.3% | $4,299-30.5% |
| Participant deferral / active EE | $9,429 | $8,310+13.5% | $7,997+17.9% | $6,507+44.9% |
| Admin fee / account holder | $12,372 | $14,846-16.7% | $13,435-7.9% | $12,624-2.0% |