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 | $133,633 | $177,572-24.7% | $154,803-13.7% | $142,382-6.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.75% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,265 | $4,810-11.3% | $4,305-0.9% | $4,299-0.8% |
| Participant deferral / active EE | $7,161 | $6,272+14.2% | $5,540+29.2% | $6,507+10.0% |
| Admin fee / account holder | $74,234 | $16,786+342.2% | $14,329+418.1% | $12,624+488.1% |