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 | $156,704 | $214,378-26.9% | $200,582-21.9% | $142,382+10.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 18.77% | 46.41%-27.6pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,980 | $6,841-27.2% | $6,419-22.4% | $4,299+15.8% |
| Participant deferral / active EE | $9,661 | $9,865-2.1% | $9,331+3.5% | $6,507+48.5% |
| Admin fee / account holder | $48,361 | $17,692+173.3% | $16,305+196.6% | $12,624+283.1% |