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 | $121,570 | $238,490-49.0% | $180,183-32.5% | $142,382-14.6% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 11.61% | 33.56%-22.0pp | 27.86%-16.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,365 | $6,143-12.7% | $5,039+6.5% | $4,299+24.8% |
| Participant deferral / active EE | $4,612 | $7,996-42.3% | $6,822-32.4% | $6,507-29.1% |
| Admin fee / account holder | $42,008 | $28,866+45.5% | $19,975+110.3% | $12,624+232.8% |