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 | $106,873 | $177,572-39.8% | $154,803-31.0% | $142,382-24.9% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 17.29% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,491 | $4,810-48.2% | $4,305-42.1% | $4,299-42.0% |
| Participant deferral / active EE | $6,826 | $6,272+8.8% | $5,540+23.2% | $6,507+4.9% |
| Admin fee / account holder | $2,685 | $16,786-84.0% | $14,329-81.3% | $12,624-78.7% |