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 | $84,937 | $210,408-59.6% | $153,485-44.7% | $145,922-41.8% |
| Participation rate | 95.8% | 82.1%+13.7pp | 77.1%+18.8pp | 80.3%+15.6pp |
| Annual return | 10.77% | 13.37%-2.6pp | 15.65%-4.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,036 | $6,048-49.8% | $5,039-39.8% | $4,660-34.9% |
| Participant deferral / active EE | $3,510 | $7,975-56.0% | $6,757-48.1% | $6,688-47.5% |
| Admin fee / account holder | $5,713 | $19,419-70.6% | $12,724-55.1% | $13,397-57.4% |