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 | $112,303 | $209,411-46.4% | $178,490-37.1% | $158,922-29.3% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 26.89% | 188.75%-161.9pp | 151.07%-124.2pp | 302.83%-275.9pp |
| Employer contribution / active EE | $9,059 | $5,706+58.8% | $5,011+80.8% | $4,761+90.3% |
| Participant deferral / active EE | $8,472 | $5,954+42.3% | $5,202+62.9% | $5,982+41.6% |
| Admin fee / account holder | $2,661 | $17,074-84.4% | $13,984-81.0% | $11,246-76.3% |