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 | $53,103 | $210,408-74.8% | $153,485-65.4% | $145,922-63.6% |
| Participation rate | 89.5% | 82.1%+7.4pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 11.70% | 13.37%-1.7pp | 15.65%-3.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $7,464 | $6,048+23.4% | $5,039+48.1% | $4,660+60.2% |
| Participant deferral / active EE | $4,921 | $7,975-38.3% | $6,757-27.2% | $6,688-26.4% |
| Admin fee / account holder | $1,321 | $19,419-93.2% | $12,724-89.6% | $13,397-90.1% |