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 | $52,125 | $148,534-64.9% | $135,903-61.6% | $139,434-62.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.03% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,717 | $5,243-48.2% | $4,856-44.1% | $4,751-42.8% |
| Participant deferral / active EE | $9,623 | $8,100+18.8% | $7,758+24.0% | $6,710+43.4% |
| Admin fee / account holder | $14,321 | $12,400+15.5% | $10,762+33.1% | $11,403+25.6% |