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 | $74,601 | $209,411-64.4% | $178,490-58.2% | $158,922-53.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 13.60% | 188.75%-175.1pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,212 | $5,706-61.2% | $5,011-55.9% | $4,761-53.5% |
| Participant deferral / active EE | $4,578 | $5,954-23.1% | $5,202-12.0% | $5,982-23.5% |
| Admin fee / account holder | $2,386 | $17,074-86.0% | $13,984-82.9% | $11,246-78.8% |