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 | $81,560 | $210,408-61.2% | $153,485-46.9% | $145,922-44.1% |
| Participation rate | 90.5% | 82.1%+8.4pp | 77.1%+13.4pp | 80.3%+10.2pp |
| Annual return | 10.49% | 13.37%-2.9pp | 15.65%-5.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,767 | $6,048-70.8% | $5,039-64.9% | $4,660-62.1% |
| Participant deferral / active EE | $3,890 | $7,975-51.2% | $6,757-42.4% | $6,688-41.8% |
| Admin fee / account holder | $6,840 | $19,419-64.8% | $12,724-46.2% | $13,397-48.9% |