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 | $60,521 | $176,377-65.7% | $134,143-54.9% | $158,922-61.9% |
| Participation rate | 84.2% | 78.7%+5.5pp | 72.2%+12.0pp | 82.0%+2.3pp |
| Annual return | 14.59% | 63.63%-49.0pp | 36.33%-21.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $4,314 | $5,040-14.4% | $3,704+16.5% | $4,761-9.4% |
| Participant deferral / active EE | $6,517 | $4,091+59.3% | $3,499+86.3% | $5,982+8.9% |
| Admin fee / account holder | $1,029 | $8,718-88.2% | $6,684-84.6% | $11,246-90.8% |