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 | $58,128 | $148,534-60.9% | $135,903-57.2% | $139,434-58.3% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 14.65% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,298 | $5,243-75.2% | $4,856-73.3% | $4,751-72.7% |
| Participant deferral / active EE | $6,181 | $8,100-23.7% | $7,758-20.3% | $6,710-7.9% |
| Admin fee / account holder | $11,749 | $12,400-5.2% | $10,762+9.2% | $11,403+3.0% |