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 | $94,801 | $214,378-55.8% | $200,582-52.7% | $142,382-33.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 15.39% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,967 | $6,841-42.0% | $6,419-38.2% | $4,299-7.7% |
| Participant deferral / active EE | $7,274 | $9,865-26.3% | $9,331-22.0% | $6,507+11.8% |
| Admin fee / account holder | $804 | $17,692-95.5% | $16,305-95.1% | $12,624-93.6% |