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 | $113,886 | $214,378-46.9% | $200,582-43.2% | $142,382-20.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 17.87% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,344 | $6,841-51.1% | $6,419-47.9% | $4,299-22.2% |
| Participant deferral / active EE | $14,944 | $9,865+51.5% | $9,331+60.1% | $6,507+129.6% |
| Admin fee / account holder | $26,642 | $17,692+50.6% | $16,305+63.4% | $12,624+111.0% |