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 | $107,507 | $159,602-32.6% | $150,045-28.4% | $142,382-24.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 13.66% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,454 | $4,961+9.9% | $4,693+16.2% | $4,299+26.9% |
| Participant deferral / active EE | $8,116 | $8,310-2.3% | $7,997+1.5% | $6,507+24.7% |
| Admin fee / account holder | $16,181 | $14,846+9.0% | $13,435+20.4% | $12,624+28.2% |