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 | $124,455 | $209,411-40.6% | $178,490-30.3% | $158,922-21.7% |
| Participation rate | 86.4% | 86.3%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 9.19% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,955 | $5,706-65.7% | $5,011-61.0% | $4,761-58.9% |
| Participant deferral / active EE | $5,594 | $5,954-6.1% | $5,202+7.5% | $5,982-6.5% |
| Admin fee / account holder | $10,423 | $17,074-39.0% | $13,984-25.5% | $11,246-7.3% |