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 | $121,431 | $177,572-31.6% | $154,803-21.6% | $142,382-14.7% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 11.54% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,113 | $4,810-56.1% | $4,305-50.9% | $4,299-50.9% |
| Participant deferral / active EE | $8,426 | $6,272+34.4% | $5,540+52.1% | $6,507+29.5% |
| Admin fee / account holder | $3,503 | $16,786-79.1% | $14,329-75.6% | $12,624-72.3% |