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 | $113,387 | $185,822-39.0% | $169,993-33.3% | $139,434-18.7% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 15.53% | 60.50%-45.0pp | 53.37%-37.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $7,424 | $7,590-2.2% | $6,785+9.4% | $4,751+56.3% |
| Participant deferral / active EE | $3,961 | $11,622-65.9% | $10,408-61.9% | $6,710-41.0% |
| Admin fee / account holder | $5,253 | $15,381-65.8% | $12,815-59.0% | $11,403-53.9% |