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 | $90,535 | $172,111-47.4% | $150,298-39.8% | $137,256-34.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.93% | 69.37%-51.4pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,640 | $4,636-64.6% | $4,154-60.5% | $4,156-60.5% |
| Participant deferral / active EE | $3,529 | $6,166-42.8% | $5,453-35.3% | $6,407-44.9% |
| Admin fee / account holder | $1,369 | $16,471-91.7% | $14,116-90.3% | $12,270-88.8% |