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 | $59,213 | $157,256-62.3% | $141,162-58.1% | $152,861-61.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 21.15% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,843 | $5,261-46.0% | $4,735-40.0% | $4,762-40.3% |
| Participant deferral / active EE | $8,023 | $7,109+12.8% | $6,709+19.6% | $5,850+37.1% |
| Admin fee / account holder | $301 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |