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 | $112,009 | $148,534-24.6% | $135,903-17.6% | $139,434-19.7% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 16.39% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,545 | $5,243-51.5% | $4,856-47.6% | $4,751-46.4% |
| Participant deferral / active EE | $7,734 | $8,100-4.5% | $7,758-0.3% | $6,710+15.3% |
| Admin fee / account holder | $16,921 | $12,400+36.5% | $10,762+57.2% | $11,403+48.4% |