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 | $130,909 | $159,602-18.0% | $150,045-12.8% | $142,382-8.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 16.87% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,826 | $4,961-43.0% | $4,693-39.8% | $4,299-34.3% |
| Participant deferral / active EE | $5,661 | $8,310-31.9% | $7,997-29.2% | $6,507-13.0% |
| Admin fee / account holder | $15,292 | $14,846+3.0% | $13,435+13.8% | $12,624+21.1% |