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 | $97,812 | $177,572-44.9% | $154,803-36.8% | $142,382-31.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.98% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,195 | $4,810+49.6% | $4,305+67.1% | $4,299+67.4% |
| Participant deferral / active EE | $8,640 | $6,272+37.8% | $5,540+56.0% | $6,507+32.8% |
| Admin fee / account holder | $672 | $16,786-96.0% | $14,329-95.3% | $12,624-94.7% |