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 | $122,783 | $176,812-30.6% | $146,665-16.3% | $167,490-26.7% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 12.43% | 24.03%-11.6pp | 22.74%-10.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $10,408 | $5,160+101.7% | $4,136+151.6% | $4,837+115.2% |
| Participant deferral / active EE | $5,478 | $6,440-14.9% | $5,506-0.5% | $6,341-13.6% |
| Admin fee / account holder | $1,740 | $13,259-86.9% | $10,280-83.1% | $12,309-85.9% |