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 | $40,420 | $214,378-81.1% | $200,582-79.8% | $142,382-71.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 19.40% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $9,467 | $6,841+38.4% | $6,419+47.5% | $4,299+120.2% |
| Participant deferral / active EE | $7,000 | $9,865-29.0% | $9,331-25.0% | $6,507+7.6% |
| Admin fee / account holder | $2,863 | $17,692-83.8% | $16,305-82.4% | $12,624-77.3% |