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 | $89,440 | $172,111-48.0% | $150,298-40.5% | $137,256-34.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.84% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,902 | $4,636-59.0% | $4,154-54.2% | $4,156-54.2% |
| Participant deferral / active EE | $4,372 | $6,166-29.1% | $5,453-19.8% | $6,407-31.8% |
| Admin fee / account holder | $720 | $16,471-95.6% | $14,116-94.9% | $12,270-94.1% |