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 3-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 | $106,543 | $154,228-30.9% | $145,433-26.7% | $137,256-22.4% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 16.88% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,273 | $4,804-11.0% | $4,554-6.2% | $4,156+2.8% |
| Participant deferral / active EE | $9,244 | $8,216+12.5% | $7,897+17.1% | $6,407+44.3% |
| Admin fee / account holder | $1,688 | $14,344-88.2% | $13,129-87.1% | $12,270-86.2% |