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 | $71,473 | $157,256-54.6% | $141,162-49.4% | $152,861-53.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 51.68% | 64.32%-12.6pp | 71.39%-19.7pp | 345.32%-293.6pp |
| Employer contribution / active EE | $4,742 | $5,261-9.9% | $4,735+0.2% | $4,762-0.4% |
| Participant deferral / active EE | $9,242 | $7,109+30.0% | $6,709+37.8% | $5,850+58.0% |
| Admin fee / account holder | $14,847 | $12,120+22.5% | $10,261+44.7% | $11,596+28.0% |