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 | $214,378-42.4% | $200,582-38.4% | $142,382-13.2% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 14.17% | 46.41%-32.2pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $7,799 | $6,841+14.0% | $6,419+21.5% | $4,299+81.4% |
| Participant deferral / active EE | $3,100 | $9,865-68.6% | $9,331-66.8% | $6,507-52.4% |
| Admin fee / account holder | $14,028 | $17,692-20.7% | $16,305-14.0% | $12,624+11.1% |