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 | $124,924 | $177,572-29.6% | $154,803-19.3% | $142,382-12.3% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 18.47% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,499 | $4,810-48.0% | $4,305-41.9% | $4,299-41.9% |
| Participant deferral / active EE | $4,853 | $6,272-22.6% | $5,540-12.4% | $6,507-25.4% |
| Admin fee / account holder | $1,508 | $16,786-91.0% | $14,329-89.5% | $12,624-88.1% |