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 | $140,537 | $177,572-20.9% | $154,803-9.2% | $142,382-1.3% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 12.64% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,129 | $4,810+6.6% | $4,305+19.1% | $4,299+19.3% |
| Participant deferral / active EE | $6,764 | $6,272+7.8% | $5,540+22.1% | $6,507+3.9% |
| Admin fee / account holder | $14,717 | $16,786-12.3% | $14,329+2.7% | $12,624+16.6% |