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 | $119,385 | $177,572-32.8% | $154,803-22.9% | $142,382-16.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.17% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,616 | $4,810-45.6% | $4,305-39.2% | $4,299-39.1% |
| Participant deferral / active EE | $8,056 | $6,272+28.5% | $5,540+45.4% | $6,507+23.8% |
| Admin fee / account holder | $1,375 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |