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 | $93,274 | $172,111-45.8% | $150,298-37.9% | $137,256-32.0% |
| Participation rate | 86.4% | 81.7%+4.6pp | 77.8%+8.6pp | 80.0%+6.4pp |
| Annual return | 18.00% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,004 | $4,636-35.2% | $4,154-27.7% | $4,156-27.7% |
| Participant deferral / active EE | $4,941 | $6,166-19.9% | $5,453-9.4% | $6,407-22.9% |
| Admin fee / account holder | $1,345 | $16,471-91.8% | $14,116-90.5% | $12,270-89.0% |