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 | $56,173 | $159,602-64.8% | $150,045-62.6% | $142,382-60.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.97% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,264 | $4,961-34.2% | $4,693-30.4% | $4,299-24.1% |
| Participant deferral / active EE | $5,331 | $8,310-35.9% | $7,997-33.3% | $6,507-18.1% |
| Admin fee / account holder | $2,312 | $14,846-84.4% | $13,435-82.8% | $12,624-81.7% |