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 | $111,835 | $148,534-24.7% | $135,903-17.7% | $139,434-19.8% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 20.88% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $6,213 | $5,243+18.5% | $4,856+27.9% | $4,751+30.8% |
| Participant deferral / active EE | $11,754 | $8,100+45.1% | $7,758+51.5% | $6,710+75.2% |
| Admin fee / account holder | $5,463 | $12,400-55.9% | $10,762-49.2% | $11,403-52.1% |