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 | $78,848 | $157,256-49.9% | $141,162-44.1% | $152,861-48.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 26.70% | 64.32%-37.6pp | 71.39%-44.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $5,352 | $5,261+1.7% | $4,735+13.0% | $4,762+12.4% |
| Participant deferral / active EE | $11,959 | $7,109+68.2% | $6,709+78.3% | $5,850+104.4% |
| Admin fee / account holder | $5,429 | $12,120-55.2% | $10,261-47.1% | $11,596-53.2% |