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 | $109,810 | $202,432-45.8% | $169,368-35.2% | $139,434-21.2% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 11.52% | 531.74%-520.2pp | 405.60%-394.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $5,136 | $4,692+9.5% | $4,013+28.0% | $4,751+8.1% |
| Participant deferral / active EE | $6,221 | $6,938-10.3% | $6,2210% | $6,710-7.3% |
| Admin fee / account holder | $6,768 | $10,708-36.8% | $9,003-24.8% | $11,403-40.6% |