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 | $95,720 | $175,202-45.4% | $149,673-36.0% | $139,434-31.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 17.76% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $6,365 | $5,474+16.3% | $4,818+32.1% | $4,751+34.0% |
| Participant deferral / active EE | $6,840 | $6,519+4.9% | $5,680+20.4% | $6,710+1.9% |
| Admin fee / account holder | $4,398 | $16,150-72.8% | $13,210-66.7% | $11,403-61.4% |