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 | $111,330 | $172,111-35.3% | $150,298-25.9% | $137,256-18.9% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 17.01% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,099 | $4,636-54.7% | $4,154-49.5% | $4,156-49.5% |
| Participant deferral / active EE | $3,985 | $6,166-35.4% | $5,453-26.9% | $6,407-37.8% |
| Admin fee / account holder | $492 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |