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 | $93,903 | $163,101-42.4% | $136,749-31.3% | $142,382-34.0% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 13.14% | 27.54%-14.4pp | 24.33%-11.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,592 | $4,117-37.0% | $3,400-23.8% | $4,299-39.7% |
| Participant deferral / active EE | $7,701 | $5,585+37.9% | $4,692+64.1% | $6,507+18.3% |
| Admin fee / account holder | $20,423 | $14,318+42.6% | $11,386+79.4% | $12,624+61.8% |