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 8-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 | $106,447 | $175,202-39.2% | $149,673-28.9% | $139,434-23.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 15.39% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,829 | $5,474-66.6% | $4,818-62.0% | $4,751-61.5% |
| Participant deferral / active EE | $6,813 | $6,519+4.5% | $5,680+19.9% | $6,710+1.5% |
| Admin fee / account holder | $1,581 | $16,150-90.2% | $13,210-88.0% | $11,403-86.1% |