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 | $114,567 | $159,602-28.2% | $150,045-23.6% | $142,382-19.5% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 13.65% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,270 | $4,961-54.2% | $4,693-51.6% | $4,299-47.2% |
| Participant deferral / active EE | $9,876 | $8,310+18.8% | $7,997+23.5% | $6,507+51.8% |
| Admin fee / account holder | $3,036 | $14,846-79.6% | $13,435-77.4% | $12,624-76.0% |