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 | $47,861 | $159,602-70.0% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.3%+4.6pp | 80.1%+6.8pp |
| Annual return | 15.98% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,472 | $4,961-30.0% | $4,693-26.0% | $4,299-19.2% |
| Participant deferral / active EE | $4,265 | $8,310-48.7% | $7,997-46.7% | $6,507-34.5% |
| Admin fee / account holder | $489 | $14,846-96.7% | $13,435-96.4% | $12,624-96.1% |