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 | $60,707 | $179,726-66.2% | $156,263-61.2% | $142,382-57.4% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 23.48% | 77.86%-54.4pp | 59.47%-36.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $4,862 | $5,069-4.1% | $4,333+12.2% | $4,299+13.1% |
| Participant deferral / active EE | $4,854 | $6,956-30.2% | $6,158-21.2% | $6,507-25.4% |
| Admin fee / account holder | $1,158 | $17,272-93.3% | $14,255-91.9% | $12,624-90.8% |