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 | $96,650 | $159,602-39.4% | $150,045-35.6% | $142,382-32.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 33.98% | 70.24%-36.3pp | 62.55%-28.6pp | 217.08%-183.1pp |
| Employer contribution / active EE | $5,372 | $4,961+8.3% | $4,693+14.5% | $4,299+25.0% |
| Participant deferral / active EE | $15,453 | $8,310+86.0% | $7,997+93.2% | $6,507+137.5% |
| Admin fee / account holder | $7,079 | $14,846-52.3% | $13,435-47.3% | $12,624-43.9% |