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 | $57,261 | $175,202-67.3% | $149,673-61.7% | $139,434-58.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 15.06% | 166.71%-151.6pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,221 | $5,474-41.2% | $4,818-33.1% | $4,751-32.2% |
| Participant deferral / active EE | $4,058 | $6,519-37.8% | $5,680-28.6% | $6,710-39.5% |
| Admin fee / account holder | $3,027 | $16,150-81.3% | $13,210-77.1% | $11,403-73.4% |