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 | $67,352 | $177,572-62.1% | $154,803-56.5% | $142,382-52.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 17.63% | 65.07%-47.4pp | 58.88%-41.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,311 | $4,810-52.0% | $4,305-46.3% | $4,299-46.2% |
| Participant deferral / active EE | $3,454 | $6,272-44.9% | $5,540-37.7% | $6,507-46.9% |
| Admin fee / account holder | $3,085 | $16,786-81.6% | $14,329-78.5% | $12,624-75.6% |