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 | $113,408 | $159,602-28.9% | $150,045-24.4% | $142,382-20.3% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 12.77% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,299 | $4,961-33.5% | $4,693-29.7% | $4,299-23.3% |
| Participant deferral / active EE | $8,831 | $8,310+6.3% | $7,997+10.4% | $6,507+35.7% |
| Admin fee / account holder | $83,637 | $14,846+463.4% | $13,435+522.5% | $12,624+562.5% |