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 | $140,846 | $179,726-21.6% | $156,263-9.9% | $142,382-1.1% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 13.49% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,142 | $5,069+1.4% | $4,333+18.7% | $4,299+19.6% |
| Participant deferral / active EE | $10,413 | $6,956+49.7% | $6,158+69.1% | $6,507+60.0% |
| Admin fee / account holder | $34,418 | $17,272+99.3% | $14,255+141.4% | $12,624+172.6% |