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 | $120,625 | $172,111-29.9% | $150,298-19.7% | $137,256-12.1% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 12.85% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,868 | $4,636-59.7% | $4,154-55.0% | $4,156-55.0% |
| Participant deferral / active EE | $3,517 | $6,166-43.0% | $5,453-35.5% | $6,407-45.1% |
| Admin fee / account holder | $23,225 | $16,471+41.0% | $14,116+64.5% | $12,270+89.3% |