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 | $94,718 | $157,256-39.8% | $141,162-32.9% | $152,861-38.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 24.30% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,975 | $5,261-24.4% | $4,735-16.1% | $4,762-16.5% |
| Participant deferral / active EE | $9,389 | $7,109+32.1% | $6,709+39.9% | $5,850+60.5% |
| Admin fee / account holder | $1,382 | $12,120-88.6% | $10,261-86.5% | $11,596-88.1% |