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 | $73,453 | $185,822-60.5% | $169,993-56.8% | $139,434-47.3% |
| Participation rate | 95.5% | 87.8%+7.7pp | 87.0%+8.5pp | 80.3%+15.1pp |
| Annual return | 16.56% | 60.50%-43.9pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,609 | $7,590-52.5% | $6,785-46.8% | $4,751-24.0% |
| Participant deferral / active EE | $6,732 | $11,622-42.1% | $10,408-35.3% | $6,710+0.3% |
| Admin fee / account holder | $6,655 | $15,381-56.7% | $12,815-48.1% | $11,403-41.6% |