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 | $105,646 | $209,336-49.5% | $197,124-46.4% | $137,256-23.0% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 15.46% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,429 | $6,591-78.3% | $6,227-77.1% | $4,156-65.6% |
| Participant deferral / active EE | $5,695 | $9,614-40.8% | $9,135-37.7% | $6,407-11.1% |
| Admin fee / account holder | $9,137 | $17,308-47.2% | $16,298-43.9% | $12,270-25.5% |