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 | $57,866 | $157,256-63.2% | $141,162-59.0% | $152,861-62.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 62.41% | 64.32%-1.9pp | 71.39%-9.0pp | 345.32%-282.9pp |
| Employer contribution / active EE | $3,499 | $5,261-33.5% | $4,735-26.1% | $4,762-26.5% |
| Participant deferral / active EE | $7,696 | $7,109+8.3% | $6,709+14.7% | $5,850+31.6% |
| Admin fee / account holder | $1,798 | $12,120-85.2% | $10,261-82.5% | $11,596-84.5% |