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 | $66,161 | $103,966-36.4% | $112,887-41.4% | $75,163-12.0% |
| Participation rate | 97.1% | 75.7%+21.4pp | 80.5%+16.6pp | 67.2%+29.9pp |
| Annual return | 18.15% | 24.54%-6.4pp | 34.10%-15.9pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,810 | $3,870+24.3% | $4,563+5.4% | $2,670+80.2% |
| Participant deferral / active EE | $3,577 | $5,456-34.4% | $6,513-45.1% | $4,125-13.3% |
| Admin fee / account holder | $7,017 | $7,663-8.4% | $7,047-0.4% | $5,651+24.2% |