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 | $89,640 | $175,202-48.8% | $149,673-40.1% | $139,434-35.7% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 21.21% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,765 | $5,474-49.5% | $4,818-42.6% | $4,751-41.8% |
| Participant deferral / active EE | $6,790 | $6,519+4.2% | $5,680+19.5% | $6,710+1.2% |
| Admin fee / account holder | $2,517 | $16,150-84.4% | $13,210-80.9% | $11,403-77.9% |