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 | $123,534 | $209,336-41.0% | $197,124-37.3% | $137,256-10.0% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 14.17% | 48.09%-33.9pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $7,799 | $6,591+18.3% | $6,227+25.2% | $4,156+87.7% |
| Participant deferral / active EE | $3,100 | $9,614-67.8% | $9,135-66.1% | $6,407-51.6% |
| Admin fee / account holder | $14,028 | $17,308-19.0% | $16,298-13.9% | $12,270+14.3% |