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 | $123,325 | $228,332-46.0% | $185,823-33.6% | $158,922-22.4% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 13.41% | 40.80%-27.4pp | 35.95%-22.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,719 | $4,967-45.3% | $4,087-33.5% | $4,761-42.9% |
| Participant deferral / active EE | $3,725 | $6,415-41.9% | $5,632-33.9% | $5,982-37.7% |
| Admin fee / account holder | $3,371 | $11,864-71.6% | $9,500-64.5% | $11,246-70.0% |