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 | $114,567 | $154,228-25.7% | $145,433-21.2% | $137,256-16.5% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 13.65% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,270 | $4,804-52.7% | $4,554-50.2% | $4,156-45.4% |
| Participant deferral / active EE | $9,876 | $8,216+20.2% | $7,897+25.1% | $6,407+54.2% |
| Admin fee / account holder | $3,036 | $14,344-78.8% | $13,129-76.9% | $12,270-75.3% |