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 | $74,882 | $209,411-64.2% | $178,490-58.0% | $158,922-52.9% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 14.93% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $5,651 | $5,706-1.0% | $5,011+12.8% | $4,761+18.7% |
| Participant deferral / active EE | $7,333 | $5,954+23.2% | $5,202+41.0% | $5,982+22.6% |
| Admin fee / account holder | $3,079 | $17,074-82.0% | $13,984-78.0% | $11,246-72.6% |