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 | $75,112 | $172,111-56.4% | $150,298-50.0% | $137,256-45.3% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 17.97% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,277 | $4,636-29.3% | $4,154-21.1% | $4,156-21.1% |
| Participant deferral / active EE | $7,151 | $6,166+16.0% | $5,453+31.2% | $6,407+11.6% |
| Admin fee / account holder | $5,494 | $16,471-66.6% | $14,116-61.1% | $12,270-55.2% |