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 | $50,457 | $197,591-74.5% | $177,821-71.6% | $158,922-68.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 33.26% | 58.76%-25.5pp | 48.32%-15.1pp | 302.83%-269.6pp |
| Employer contribution / active EE | $3,956 | $6,697-40.9% | $5,918-33.1% | $4,761-16.9% |
| Participant deferral / active EE | $10,316 | $8,405+22.7% | $7,714+33.7% | $5,982+72.4% |
| Admin fee / account holder | $2,712 | $15,399-82.4% | $12,427-78.2% | $11,246-75.9% |