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 | $130,797 | $176,812-26.0% | $146,665-10.8% | $167,490-21.9% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 17.05% | 24.03%-7.0pp | 22.74%-5.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $3,101 | $5,160-39.9% | $4,136-25.0% | $4,837-35.9% |
| Participant deferral / active EE | $6,187 | $6,440-3.9% | $5,506+12.4% | $6,341-2.4% |
| Admin fee / account holder | $12,133 | $13,259-8.5% | $10,280+18.0% | $12,309-1.4% |