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 | $172,111-27.4% | $150,298-16.9% | $137,256-9.0% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 18.47% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,499 | $4,636-46.1% | $4,154-39.8% | $4,156-39.9% |
| Participant deferral / active EE | $4,853 | $6,166-21.3% | $5,453-11.0% | $6,407-24.2% |
| Admin fee / account holder | $1,508 | $16,471-90.8% | $14,116-89.3% | $12,270-87.7% |