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 | $60,073 | $148,534-59.6% | $135,903-55.8% | $139,434-56.9% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 13.88% | 79.19%-65.3pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,580 | $5,243-31.7% | $4,856-26.3% | $4,751-24.6% |
| Participant deferral / active EE | $5,584 | $8,100-31.1% | $7,758-28.0% | $6,710-16.8% |
| Admin fee / account holder | $8,488 | $12,400-31.5% | $10,762-21.1% | $11,403-25.6% |