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 | $104,592 | $177,572-41.1% | $154,803-32.4% | $142,382-26.5% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 11.56% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,023 | $4,810-16.4% | $4,305-6.6% | $4,299-6.4% |
| Participant deferral / active EE | $4,077 | $6,272-35.0% | $5,540-26.4% | $6,507-37.3% |
| Admin fee / account holder | $5,442 | $16,786-67.6% | $14,329-62.0% | $12,624-56.9% |