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 | $115,181 | $177,572-35.1% | $154,803-25.6% | $142,382-19.1% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 16.40% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,990 | $4,810-58.6% | $4,305-53.8% | $4,299-53.7% |
| Participant deferral / active EE | $9,907 | $6,272+58.0% | $5,540+78.8% | $6,507+52.3% |
| Admin fee / account holder | $1,865 | $16,786-88.9% | $14,329-87.0% | $12,624-85.2% |