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 | $130,800 | $214,378-39.0% | $200,582-34.8% | $142,382-8.1% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 21.23% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $5,420 | $6,841-20.8% | $6,419-15.6% | $4,299+26.1% |
| Participant deferral / active EE | $10,845 | $9,865+9.9% | $9,331+16.2% | $6,507+66.7% |
| Admin fee / account holder | $8,420 | $17,692-52.4% | $16,305-48.4% | $12,624-33.3% |