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 | $61,314 | $148,534-58.7% | $135,903-54.9% | $139,434-56.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 12.77% | 79.19%-66.4pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,228 | $5,243-38.4% | $4,856-33.5% | $4,751-32.1% |
| Participant deferral / active EE | $3,885 | $8,100-52.0% | $7,758-49.9% | $6,710-42.1% |
| Admin fee / account holder | $28,376 | $12,400+128.8% | $10,762+163.7% | $11,403+148.9% |