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 | $125,562 | $172,111-27.0% | $150,298-16.5% | $137,256-8.5% |
| Participation rate | 91.3% | 81.7%+9.6pp | 77.8%+13.5pp | 80.0%+11.3pp |
| Annual return | 14.97% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,107 | $4,636-54.6% | $4,154-49.3% | $4,156-49.3% |
| Participant deferral / active EE | $9,747 | $6,166+58.1% | $5,453+78.8% | $6,407+52.1% |
| Admin fee / account holder | $9,064 | $16,471-45.0% | $14,116-35.8% | $12,270-26.1% |