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 | $177,572-66.6% | $154,803-61.7% | $142,382-58.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 17.79% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,616 | $4,810-45.6% | $4,305-39.2% | $4,299-39.2% |
| Participant deferral / active EE | $5,743 | $6,272-8.4% | $5,540+3.6% | $6,507-11.7% |
| Admin fee / account holder | $4,793 | $16,786-71.4% | $14,329-66.5% | $12,624-62.0% |