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 | $75,689 | $175,202-56.8% | $149,673-49.4% | $139,434-45.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.22% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $5,116 | $5,474-6.5% | $4,818+6.2% | $4,751+7.7% |
| Participant deferral / active EE | $6,078 | $6,519-6.8% | $5,680+7.0% | $6,710-9.4% |
| Admin fee / account holder | $1,678 | $16,150-89.6% | $13,210-87.3% | $11,403-85.3% |