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 | $85,474 | $214,378-60.1% | $200,582-57.4% | $142,382-40.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 14.21% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,188 | $6,841-53.4% | $6,419-50.3% | $4,299-25.8% |
| Participant deferral / active EE | $7,746 | $9,865-21.5% | $9,331-17.0% | $6,507+19.0% |
| Admin fee / account holder | $17,709 | $17,692+0.1% | $16,305+8.6% | $12,624+40.3% |