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 | $62,088 | $179,726-65.5% | $156,263-60.3% | $142,382-56.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 10.76% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,940 | $5,069-42.0% | $4,333-32.2% | $4,299-31.6% |
| Participant deferral / active EE | $2,162 | $6,956-68.9% | $6,158-64.9% | $6,507-66.8% |
| Admin fee / account holder | $12,181 | $17,272-29.5% | $14,255-14.5% | $12,624-3.5% |