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 | $70,481 | $93,571-24.7% | $135,903-48.1% | $75,163-6.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 25.04% | 30.90%-5.9pp | 68.23%-43.2pp | 160.62%-135.6pp |
| Employer contribution / active EE | $1,952 | $3,537-44.8% | $4,856-59.8% | $2,670-26.9% |
| Participant deferral / active EE | $7,127 | $6,404+11.3% | $7,758-8.1% | $4,125+72.8% |
| Admin fee / account holder | $5,050 | $6,975-27.6% | $10,762-53.1% | $5,651-10.6% |