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 | $54,035 | $179,726-69.9% | $156,263-65.4% | $142,382-62.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 24.91% | 77.86%-53.0pp | 59.47%-34.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,239 | $5,069-55.8% | $4,333-48.3% | $4,299-47.9% |
| Participant deferral / active EE | $6,861 | $6,956-1.4% | $6,158+11.4% | $6,507+5.4% |
| Admin fee / account holder | $12,022 | $17,272-30.4% | $14,255-15.7% | $12,624-4.8% |