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 | $53,040 | $177,572-70.1% | $154,803-65.7% | $142,382-62.7% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 13.73% | 65.07%-51.3pp | 58.88%-45.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $8,330 | $4,810+73.2% | $4,305+93.5% | $4,299+93.8% |
| Participant deferral / active EE | $4,415 | $6,272-29.6% | $5,540-20.3% | $6,507-32.1% |
| Admin fee / account holder | $7,313 | $16,786-56.4% | $14,329-49.0% | $12,624-42.1% |