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 | $95,961 | $159,602-39.9% | $150,045-36.0% | $142,382-32.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.99% | 70.24%-54.2pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $9,498 | $4,961+91.5% | $4,693+102.4% | $4,299+120.9% |
| Participant deferral / active EE | $9,915 | $8,310+19.3% | $7,997+24.0% | $6,507+52.4% |
| Admin fee / account holder | $8,269 | $14,846-44.3% | $13,435-38.5% | $12,624-34.5% |