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 | $88,863 | $198,466-55.2% | $170,442-47.9% | $147,584-39.8% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 27.87% | 257.29%-229.4pp | 205.93%-178.1pp | 578.55%-550.7pp |
| Employer contribution / active EE | $2,816 | $6,184-54.5% | $5,433-48.2% | $4,876-42.3% |
| Participant deferral / active EE | $7,855 | $5,629+39.5% | $4,939+59.0% | $5,439+44.4% |
| Admin fee / account holder | $95,340 | $16,852+465.8% | $13,880+586.9% | $10,885+775.9% |