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 | $58,592 | $154,228-62.0% | $145,433-59.7% | $137,256-57.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 18.28% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $9,456 | $4,804+96.8% | $4,554+107.6% | $4,156+127.5% |
| Participant deferral / active EE | $17,082 | $8,216+107.9% | $7,897+116.3% | $6,407+166.6% |
| Admin fee / account holder | $4,675 | $14,344-67.4% | $13,129-64.4% | $12,270-61.9% |