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 | $41,500 | $159,602-74.0% | $150,045-72.3% | $142,382-70.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.56% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $6,004 | $4,961+21.0% | $4,693+27.9% | $4,299+39.7% |
| Participant deferral / active EE | $11,336 | $8,310+36.4% | $7,997+41.8% | $6,507+74.2% |
| Admin fee / account holder | $19,651 | $14,846+32.4% | $13,435+46.3% | $12,624+55.7% |