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 | $108,959 | $209,411-48.0% | $178,490-39.0% | $158,922-31.4% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 13.34% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,564 | $5,706-72.6% | $5,011-68.8% | $4,761-67.1% |
| Participant deferral / active EE | $8,442 | $5,954+41.8% | $5,202+62.3% | $5,982+41.1% |
| Admin fee / account holder | $8,573 | $17,074-49.8% | $13,984-38.7% | $11,246-23.8% |