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 | $35,214 | $148,534-76.3% | $135,903-74.1% | $139,434-74.7% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 15.77% | 79.19%-63.4pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $7,062 | $5,243+34.7% | $4,856+45.4% | $4,751+48.6% |
| Participant deferral / active EE | $8,466 | $8,100+4.5% | $7,758+9.1% | $6,710+26.2% |
| Admin fee / account holder | $11,073 | $12,400-10.7% | $10,762+2.9% | $11,403-2.9% |