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 | $65,711 | $175,202-62.5% | $149,673-56.1% | $139,434-52.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 15.93% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,935 | $5,474-64.7% | $4,818-59.8% | $4,751-59.3% |
| Participant deferral / active EE | $5,528 | $6,519-15.2% | $5,680-2.7% | $6,710-17.6% |
| Admin fee / account holder | $1,396 | $16,150-91.4% | $13,210-89.4% | $11,403-87.8% |