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 | $70,577 | $209,411-66.3% | $178,490-60.5% | $158,922-55.6% |
| Participation rate | 95.5% | 86.3%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 15.49% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,253 | $5,706-60.5% | $5,011-55.0% | $4,761-52.7% |
| Participant deferral / active EE | $3,696 | $5,954-37.9% | $5,202-28.9% | $5,982-38.2% |
| Admin fee / account holder | $5,731 | $17,074-66.4% | $13,984-59.0% | $11,246-49.0% |