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 | $70,010 | $157,256-55.5% | $141,162-50.4% | $152,861-54.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 24.34% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,717 | $5,261-48.4% | $4,735-42.6% | $4,762-42.9% |
| Participant deferral / active EE | $6,615 | $7,109-7.0% | $6,709-1.4% | $5,850+13.1% |
| Admin fee / account holder | $13,968 | $12,120+15.2% | $10,261+36.1% | $11,596+20.4% |