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 | $108,533 | $179,726-39.6% | $156,263-30.5% | $142,382-23.8% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 12.94% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,728 | $5,069-46.2% | $4,333-37.0% | $4,299-36.6% |
| Participant deferral / active EE | $3,148 | $6,956-54.7% | $6,158-48.9% | $6,507-51.6% |
| Admin fee / account holder | $9,164 | $17,272-46.9% | $14,255-35.7% | $12,624-27.4% |