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 | $59,212 | $157,256-62.3% | $141,162-58.1% | $152,861-61.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 24.58% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,531 | $5,261-51.9% | $4,735-46.5% | $4,762-46.9% |
| Participant deferral / active EE | $4,443 | $7,109-37.5% | $6,709-33.8% | $5,850-24.0% |
| Admin fee / account holder | $3,213 | $12,120-73.5% | $10,261-68.7% | $11,596-72.3% |