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 | $96,799 | $179,726-46.1% | $156,263-38.1% | $142,382-32.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 13.61% | 77.86%-64.2pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,495 | $5,069-50.8% | $4,333-42.4% | $4,299-42.0% |
| Participant deferral / active EE | $6,761 | $6,956-2.8% | $6,158+9.8% | $6,507+3.9% |
| Admin fee / account holder | $3,466 | $17,272-79.9% | $14,255-75.7% | $12,624-72.5% |