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 | $72,591 | $159,934-54.6% | $147,005-50.6% | $145,959-50.3% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 15.49% | 98.24%-82.7pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,350 | $5,287-74.5% | $4,934-72.6% | $4,661-71.0% |
| Participant deferral / active EE | $6,096 | $8,427-27.7% | $8,070-24.5% | $6,689-8.9% |
| Admin fee / account holder | $6,553 | $15,053-56.5% | $13,006-49.6% | $13,398-51.1% |