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 | $69,745 | $197,591-64.7% | $177,821-60.8% | $158,922-56.1% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.7%+7.9pp | 82.0%+13.7pp |
| Annual return | 14.36% | 58.76%-44.4pp | 48.32%-34.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,486 | $6,697-62.9% | $5,918-58.0% | $4,761-47.8% |
| Participant deferral / active EE | $6,693 | $8,405-20.4% | $7,714-13.2% | $5,982+11.9% |
| Admin fee / account holder | $9,807 | $15,399-36.3% | $12,427-21.1% | $11,246-12.8% |