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 | $46,682 | $159,602-70.8% | $150,045-68.9% | $142,382-67.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,170 | $4,961-36.1% | $4,693-32.5% | $4,299-26.3% |
| Participant deferral / active EE | $5,531 | $8,310-33.4% | $7,997-30.8% | $6,507-15.0% |
| Admin fee / account holder | $4,012 | $14,846-73.0% | $13,435-70.1% | $12,624-68.2% |