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 | $79,550 | $179,726-55.7% | $156,263-49.1% | $142,382-44.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 12.72% | 77.86%-65.1pp | 59.47%-46.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,488 | $5,069-50.9% | $4,333-42.6% | $4,299-42.1% |
| Participant deferral / active EE | $4,251 | $6,956-38.9% | $6,158-31.0% | $6,507-34.7% |
| Admin fee / account holder | $7,604 | $17,272-56.0% | $14,255-46.7% | $12,624-39.8% |