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 | $73,408 | $217,402-66.2% | $185,823-60.5% | $167,490-56.2% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 15.71% | 148.36%-132.7pp | 122.05%-106.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,687 | $5,873-71.3% | $5,167-67.4% | $4,837-65.1% |
| Participant deferral / active EE | $3,504 | $6,356-44.9% | $5,568-37.1% | $6,341-44.7% |
| Admin fee / account holder | $3,323 | $19,811-83.2% | $16,237-79.5% | $12,309-73.0% |