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 | $74,942 | $148,534-49.5% | $135,903-44.9% | $139,434-46.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 13.37% | 79.19%-65.8pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $7,293 | $5,243+39.1% | $4,856+50.2% | $4,751+53.5% |
| Participant deferral / active EE | $4,338 | $8,100-46.5% | $7,758-44.1% | $6,710-35.4% |
| Admin fee / account holder | $41,858 | $12,400+237.6% | $10,762+288.9% | $11,403+267.1% |