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 | $101,984 | $163,101-37.5% | $136,749-25.4% | $142,382-28.4% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 15.44% | 27.54%-12.1pp | 24.33%-8.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,351 | $4,117-42.9% | $3,400-30.8% | $4,299-45.3% |
| Participant deferral / active EE | $3,298 | $5,585-41.0% | $4,692-29.7% | $6,507-49.3% |
| Admin fee / account holder | $3,186 | $14,318-77.8% | $11,386-72.0% | $12,624-74.8% |