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 | $85,664 | $177,572-51.8% | $154,803-44.7% | $142,382-39.8% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 16.67% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,737 | $4,810-22.3% | $4,305-13.2% | $4,299-13.1% |
| Participant deferral / active EE | $6,529 | $6,272+4.1% | $5,540+17.8% | $6,507+0.3% |
| Admin fee / account holder | $1,468 | $16,786-91.3% | $14,329-89.8% | $12,624-88.4% |