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 | $21,953 | $159,602-86.2% | $150,045-85.4% | $142,382-84.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 17.49% | 70.24%-52.7pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,200 | $4,961-75.8% | $4,693-74.4% | $4,299-72.1% |
| Participant deferral / active EE | $10,794 | $8,310+29.9% | $7,997+35.0% | $6,507+65.9% |
| Admin fee / account holder | $7,493 | $14,846-49.5% | $13,435-44.2% | $12,624-40.6% |