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 | $76,115 | $177,572-57.1% | $154,803-50.8% | $142,382-46.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.50% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,986 | $4,810-37.9% | $4,305-30.7% | $4,299-30.6% |
| Participant deferral / active EE | $4,057 | $6,272-35.3% | $5,540-26.8% | $6,507-37.7% |
| Admin fee / account holder | $4,900 | $16,786-70.8% | $14,329-65.8% | $12,624-61.2% |