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 | $59,970 | $179,726-66.6% | $156,263-61.6% | $142,382-57.9% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 17.49% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,791 | $5,069-44.9% | $4,333-35.6% | $4,299-35.1% |
| Participant deferral / active EE | $5,980 | $6,956-14.0% | $6,158-2.9% | $6,507-8.1% |
| Admin fee / account holder | $1,321 | $17,272-92.3% | $14,255-90.7% | $12,624-89.5% |