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 | $65,534 | $179,726-63.5% | $156,263-58.1% | $142,382-54.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 28.17% | 77.86%-49.7pp | 59.47%-31.3pp | 217.08%-188.9pp |
| Employer contribution / active EE | $2,596 | $5,069-48.8% | $4,333-40.1% | $4,299-39.6% |
| Participant deferral / active EE | $9,543 | $6,956+37.2% | $6,158+55.0% | $6,507+46.6% |
| Admin fee / account holder | $24,361 | $17,272+41.0% | $14,255+70.9% | $12,624+93.0% |