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 | $61,795 | $175,202-64.7% | $149,673-58.7% | $139,434-55.7% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 10.79% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,612 | $5,474-70.5% | $4,818-66.5% | $4,751-66.1% |
| Participant deferral / active EE | $6,107 | $6,519-6.3% | $5,680+7.5% | $6,710-9.0% |
| Admin fee / account holder | $7,531 | $16,150-53.4% | $13,210-43.0% | $11,403-34.0% |