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 | $119,666 | $238,490-49.8% | $180,183-33.6% | $142,382-16.0% |
| Participation rate | 85.7% | 82.3%+3.5pp | 77.4%+8.3pp | 80.1%+5.6pp |
| Annual return | 12.04% | 33.56%-21.5pp | 27.86%-15.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,075 | $6,143-49.9% | $5,039-39.0% | $4,299-28.5% |
| Participant deferral / active EE | $5,171 | $7,996-35.3% | $6,822-24.2% | $6,507-20.5% |
| Admin fee / account holder | $9,794 | $28,866-66.1% | $19,975-51.0% | $12,624-22.4% |