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 | $125,705 | $172,111-27.0% | $150,298-16.4% | $137,256-8.4% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 16.90% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,234 | $4,636-51.8% | $4,154-46.2% | $4,156-46.2% |
| Participant deferral / active EE | $5,470 | $6,166-11.3% | $5,453+0.3% | $6,407-14.6% |
| Admin fee / account holder | $2,126 | $16,471-87.1% | $14,116-84.9% | $12,270-82.7% |