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 | $50,298 | $197,591-74.5% | $177,821-71.7% | $158,922-68.4% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 18.87% | 58.76%-39.9pp | 48.32%-29.5pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,310 | $6,697-65.5% | $5,918-61.0% | $4,761-51.5% |
| Participant deferral / active EE | $8,909 | $8,405+6.0% | $7,714+15.5% | $5,982+48.9% |
| Admin fee / account holder | $2,143 | $15,399-86.1% | $12,427-82.8% | $11,246-80.9% |