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 | $16,001 | $154,228-89.6% | $145,433-89.0% | $137,256-88.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 28.30% | 74.59%-46.3pp | 66.58%-38.3pp | 220.34%-192.0pp |
| Employer contribution / active EE | $5,681 | $4,804+18.3% | $4,554+24.7% | $4,156+36.7% |
| Participant deferral / active EE | $8,944 | $8,216+8.8% | $7,897+13.2% | $6,407+39.6% |
| Admin fee / account holder | $541 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |