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 | $113,599 | $154,117-26.3% | $129,995-12.6% | $139,434-18.5% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 15.44% | 32.48%-17.0pp | -137.18%+152.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,532 | $5,289-14.3% | $4,320+4.9% | $4,751-4.6% |
| Participant deferral / active EE | $7,262 | $6,710+8.2% | $5,820+24.8% | $6,710+8.2% |
| Admin fee / account holder | $41,362 | $14,007+195.3% | $10,614+289.7% | $11,403+262.7% |