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 | $59,553 | $228,332-73.9% | $185,823-68.0% | $158,922-62.5% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 9.90% | 40.80%-30.9pp | 35.95%-26.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,264 | $4,967-54.4% | $4,087-44.6% | $4,761-52.5% |
| Participant deferral / active EE | $3,687 | $6,415-42.5% | $5,632-34.5% | $5,982-38.4% |
| Admin fee / account holder | $7,189 | $11,864-39.4% | $9,500-24.3% | $11,246-36.1% |