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 | $86,402 | $214,378-59.7% | $200,582-56.9% | $142,382-39.3% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 18.60% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,996 | $6,841-56.2% | $6,419-53.3% | $4,299-30.3% |
| Participant deferral / active EE | $5,672 | $9,865-42.5% | $9,331-39.2% | $6,507-12.8% |
| Admin fee / account holder | $18,199 | $17,692+2.9% | $16,305+11.6% | $12,624+44.2% |