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 | $40,999 | $154,228-73.4% | $145,433-71.8% | $137,256-70.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 12.49% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,896 | $4,804-39.7% | $4,554-36.4% | $4,156-30.3% |
| Participant deferral / active EE | $7,467 | $8,216-9.1% | $7,897-5.4% | $6,407+16.6% |
| Admin fee / account holder | $19,373 | $14,344+35.1% | $13,129+47.6% | $12,270+57.9% |