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 | $129,812 | $884,045-85.3% | $453,369-71.4% | $167,490-22.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 78.0%+9.5pp | 82.1%+5.4pp |
| Annual return | 8.38% | 29.49%-21.1pp | 64.40%-56.0pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,743 | $5,538-68.5% | $4,070-57.2% | $4,837-64.0% |
| Participant deferral / active EE | $3,278 | $7,898-58.5% | $6,209-47.2% | $6,341-48.3% |
| Admin fee / account holder | $3,271 | $22,063-85.2% | $11,209-70.8% | $12,309-73.4% |