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 | $136,757 | $177,572-23.0% | $154,803-11.7% | $142,382-4.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 18.85% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $7,046 | $4,810+46.5% | $4,305+63.6% | $4,299+63.9% |
| Participant deferral / active EE | $7,612 | $6,272+21.4% | $5,540+37.4% | $6,507+17.0% |
| Admin fee / account holder | $2,643 | $16,786-84.3% | $14,329-81.6% | $12,624-79.1% |