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 6-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 | $85,114 | $214,378-60.3% | $200,582-57.6% | $142,382-40.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 18.18% | 46.41%-28.2pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,456 | $6,841-64.1% | $6,419-61.7% | $4,299-42.9% |
| Participant deferral / active EE | $14,052 | $9,865+42.4% | $9,331+50.6% | $6,507+115.9% |
| Admin fee / account holder | $5,248 | $17,692-70.3% | $16,305-67.8% | $12,624-58.4% |