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 | $73,490 | $114,381-35.8% | $107,525-31.7% | $142,382-48.4% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 16.27% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,158 | $4,015-46.2% | $3,754-42.5% | $4,299-49.8% |
| Participant deferral / active EE | $8,350 | $5,564+50.1% | $5,116+63.2% | $6,507+28.3% |
| Admin fee / account holder | $1,223 | $9,860-87.6% | $8,919-86.3% | $12,624-90.3% |