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 | $119,283 | $163,101-26.9% | $136,749-12.8% | $142,382-16.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 13.61% | 27.54%-13.9pp | 24.33%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,199 | $4,117-22.3% | $3,400-5.9% | $4,299-25.6% |
| Participant deferral / active EE | $9,771 | $5,585+75.0% | $4,692+108.2% | $6,507+50.2% |
| Admin fee / account holder | $26,064 | $14,318+82.0% | $11,386+128.9% | $12,624+106.5% |