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 | $55,854 | $157,256-64.5% | $141,162-60.4% | $152,861-63.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 18.98% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,371 | $5,261-35.9% | $4,735-28.8% | $4,762-29.2% |
| Participant deferral / active EE | $6,673 | $7,109-6.1% | $6,709-0.5% | $5,850+14.1% |
| Admin fee / account holder | $1,673 | $12,120-86.2% | $10,261-83.7% | $11,596-85.6% |