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 | $62,956 | $183,519-65.7% | $155,509-59.5% | $145,922-56.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.76% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,098 | $5,313-22.9% | $4,672-12.3% | $4,660-12.0% |
| Participant deferral / active EE | $4,113 | $6,462-36.4% | $5,626-26.9% | $6,688-38.5% |
| Admin fee / account holder | $4,393 | $19,313-77.3% | $15,912-72.4% | $13,397-67.2% |