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 | $55,987 | $181,894-69.2% | $156,549-64.2% | $273,961-79.6% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 120.04% | 30.74%+89.3pp | 32.23%+87.8pp | 41.45%+78.6pp |
| Employer contribution / active EE | $2,193 | $6,248-64.9% | $5,501-60.1% | $4,869-54.9% |
| Participant deferral / active EE | $6,023 | $5,550+8.5% | $4,871+23.6% | $5,287+13.9% |
| Admin fee / account holder | $55,247 | $15,559+255.1% | $13,027+324.1% | $10,132+445.3% |