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 | $92,771 | $154,228-39.8% | $145,433-36.2% | $137,256-32.4% |
| Participation rate | 84.2% | 83.8%+0.4pp | 82.1%+2.1pp | 80.0%+4.3pp |
| Annual return | 14.75% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,995 | $4,804-37.7% | $4,554-34.2% | $4,156-27.9% |
| Participant deferral / active EE | $6,584 | $8,216-19.9% | $7,897-16.6% | $6,407+2.8% |
| Admin fee / account holder | $13,860 | $14,344-3.4% | $13,129+5.6% | $12,270+13.0% |