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 | $119,645 | $214,378-44.2% | $200,582-40.4% | $142,382-16.0% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 11.91% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,347 | $6,841-65.7% | $6,419-63.4% | $4,299-45.4% |
| Participant deferral / active EE | $5,170 | $9,865-47.6% | $9,331-44.6% | $6,507-20.6% |
| Admin fee / account holder | $5,541 | $17,692-68.7% | $16,305-66.0% | $12,624-56.1% |