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 | $135,643 | $177,572-23.6% | $154,803-12.4% | $142,382-4.7% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 19.56% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $8,058 | $4,810+67.5% | $4,305+87.2% | $4,299+87.4% |
| Participant deferral / active EE | $10,468 | $6,272+66.9% | $5,540+88.9% | $6,507+60.9% |
| Admin fee / account holder | $12,548 | $16,786-25.2% | $14,329-12.4% | $12,624-0.6% |