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 | $126,735 | $172,111-26.4% | $150,298-15.7% | $137,256-7.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 13.35% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $8,438 | $4,636+82.0% | $4,154+103.1% | $4,156+103.0% |
| Participant deferral / active EE | $16,307 | $6,166+164.5% | $5,453+199.1% | $6,407+154.5% |
| Admin fee / account holder | $24,510 | $16,471+48.8% | $14,116+73.6% | $12,270+99.7% |