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 | $50,269 | $178,174-71.8% | $156,181-67.8% | $137,256-63.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.8%+16.4pp | 80.0%+15.3pp |
| Annual return | 12.74% | 84.19%-71.5pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $6,204 | $4,972+24.8% | $4,294+44.5% | $4,156+49.3% |
| Participant deferral / active EE | $5,021 | $6,888-27.1% | $6,132-18.1% | $6,407-21.6% |
| Admin fee / account holder | $14,914 | $17,404-14.3% | $14,586+2.2% | $12,270+21.5% |