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 | $113,080 | $209,411-46.0% | $178,490-36.6% | $158,922-28.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 15.16% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,420 | $5,706-75.1% | $5,011-71.7% | $4,761-70.2% |
| Participant deferral / active EE | $3,955 | $5,954-33.6% | $5,202-24.0% | $5,982-33.9% |
| Admin fee / account holder | $1,293 | $17,074-92.4% | $13,984-90.8% | $11,246-88.5% |