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 | $59,274 | $172,111-65.6% | $150,298-60.6% | $137,256-56.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 17.79% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,616 | $4,636-43.6% | $4,154-37.0% | $4,156-37.1% |
| Participant deferral / active EE | $5,743 | $6,166-6.9% | $5,453+5.3% | $6,407-10.4% |
| Admin fee / account holder | $4,793 | $16,471-70.9% | $14,116-66.0% | $12,270-60.9% |