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 | $63,283 | $157,256-59.8% | $141,162-55.2% | $152,861-58.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 16.83% | 64.32%-47.5pp | 71.39%-54.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $7,047 | $5,261+34.0% | $4,735+48.8% | $4,762+48.0% |
| Participant deferral / active EE | $8,950 | $7,109+25.9% | $6,709+33.4% | $5,850+53.0% |
| Admin fee / account holder | $16,543 | $12,120+36.5% | $10,261+61.2% | $11,596+42.7% |