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 | $159,602-74.3% | $150,045-72.7% | $142,382-71.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 12.49% | 70.24%-57.7pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,896 | $4,961-41.6% | $4,693-38.3% | $4,299-32.6% |
| Participant deferral / active EE | $7,467 | $8,310-10.1% | $7,997-6.6% | $6,507+14.8% |
| Admin fee / account holder | $19,373 | $14,846+30.5% | $13,435+44.2% | $12,624+53.5% |