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 | $113,238 | $198,466-42.9% | $170,442-33.6% | $147,584-23.3% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 31.79% | 257.29%-225.5pp | 205.93%-174.1pp | 578.55%-546.8pp |
| Employer contribution / active EE | $1,642 | $6,184-73.4% | $5,433-69.8% | $4,876-66.3% |
| Participant deferral / active EE | $5,466 | $5,629-2.9% | $4,939+10.7% | $5,439+0.5% |
| Admin fee / account holder | $1,644 | $16,852-90.2% | $13,880-88.2% | $10,885-84.9% |