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 | $135,957 | $214,378-36.6% | $200,582-32.2% | $142,382-4.5% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 19.24% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $8,823 | $6,841+29.0% | $6,419+37.5% | $4,299+105.2% |
| Participant deferral / active EE | $11,414 | $9,865+15.7% | $9,331+22.3% | $6,507+75.4% |
| Admin fee / account holder | $2,463 | $17,692-86.1% | $16,305-84.9% | $12,624-80.5% |