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 | $57,163 | $175,202-67.4% | $149,673-61.8% | $139,434-59.0% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 15.44% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,535 | $5,474-53.7% | $4,818-47.4% | $4,751-46.6% |
| Participant deferral / active EE | $4,875 | $6,519-25.2% | $5,680-14.2% | $6,710-27.3% |
| Admin fee / account holder | $6,187 | $16,150-61.7% | $13,210-53.2% | $11,403-45.7% |