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 | $96,769 | $175,202-44.8% | $149,673-35.3% | $139,434-30.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.37% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $6,826 | $5,474+24.7% | $4,818+41.7% | $4,751+43.7% |
| Participant deferral / active EE | $7,398 | $6,519+13.5% | $5,680+30.3% | $6,710+10.3% |
| Admin fee / account holder | $8,821 | $16,150-45.4% | $13,210-33.2% | $11,403-22.6% |