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 | $85,853 | $159,602-46.2% | $150,045-42.8% | $142,382-39.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 13.18% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,751 | $4,961-44.6% | $4,693-41.4% | $4,299-36.0% |
| Participant deferral / active EE | $4,229 | $8,310-49.1% | $7,997-47.1% | $6,507-35.0% |
| Admin fee / account holder | $1,340 | $14,846-91.0% | $13,435-90.0% | $12,624-89.4% |