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 | $70,309 | $177,572-60.4% | $154,803-54.6% | $142,382-50.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 13.42% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,650 | $4,810+17.5% | $4,305+31.2% | $4,299+31.4% |
| Participant deferral / active EE | $2,948 | $6,272-53.0% | $5,540-46.8% | $6,507-54.7% |
| Admin fee / account holder | $18,967 | $16,786+13.0% | $14,329+32.4% | $12,624+50.3% |