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 | $59,459 | $175,202-66.1% | $149,673-60.3% | $139,434-57.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.48% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $7,216 | $5,474+31.8% | $4,818+49.8% | $4,751+51.9% |
| Participant deferral / active EE | $5,944 | $6,519-8.8% | $5,680+4.6% | $6,710-11.4% |
| Admin fee / account holder | $15,882 | $16,150-1.7% | $13,210+20.2% | $11,403+39.3% |