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 | $67,331 | $159,602-57.8% | $150,045-55.1% | $142,382-52.7% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 16.49% | 70.24%-53.7pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,176 | $4,961-36.0% | $4,693-32.3% | $4,299-26.1% |
| Participant deferral / active EE | $7,149 | $8,310-14.0% | $7,997-10.6% | $6,507+9.9% |
| Admin fee / account holder | $2,844 | $14,846-80.8% | $13,435-78.8% | $12,624-77.5% |