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 | $67,374 | $157,256-57.2% | $141,162-52.3% | $152,861-55.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 24.86% | 64.32%-39.5pp | 71.39%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,144 | $5,261-40.2% | $4,735-33.6% | $4,762-34.0% |
| Participant deferral / active EE | $5,664 | $7,109-20.3% | $6,709-15.6% | $5,850-3.2% |
| Admin fee / account holder | $570 | $12,120-95.3% | $10,261-94.4% | $11,596-95.1% |