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 | $49,306 | $177,572-72.2% | $154,803-68.1% | $142,382-65.4% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 19.18% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,696 | $4,810-64.7% | $4,305-60.6% | $4,299-60.5% |
| Participant deferral / active EE | $3,328 | $6,272-46.9% | $5,540-39.9% | $6,507-48.9% |
| Admin fee / account holder | $2,631 | $16,786-84.3% | $14,329-81.6% | $12,624-79.2% |