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 | $45,062 | $177,572-74.6% | $154,803-70.9% | $142,382-68.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 19.68% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,005 | $4,810-58.3% | $4,305-53.4% | $4,299-53.4% |
| Participant deferral / active EE | $2,977 | $6,272-52.5% | $5,540-46.3% | $6,507-54.2% |
| Admin fee / account holder | $1,199 | $16,786-92.9% | $14,329-91.6% | $12,624-90.5% |