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 | $113,119 | $201,272-43.8% | $184,203-38.6% | $145,922-22.5% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 11.43% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,882 | $7,022-16.2% | $6,427-8.5% | $4,660+26.2% |
| Participant deferral / active EE | $5,867 | $9,806-40.2% | $9,131-35.8% | $6,688-12.3% |
| Admin fee / account holder | $2,740 | $16,364-83.3% | $13,901-80.3% | $13,397-79.5% |