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 | $31,631 | $157,256-79.9% | $141,162-77.6% | $152,861-79.3% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 22.97% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,132 | $5,261-2.5% | $4,735+8.4% | $4,762+7.8% |
| Participant deferral / active EE | $8,042 | $7,109+13.1% | $6,709+19.9% | $5,850+37.5% |
| Admin fee / account holder | $5,240 | $12,120-56.8% | $10,261-48.9% | $11,596-54.8% |