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 | $67,869 | $179,726-62.2% | $156,263-56.6% | $142,382-52.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 16.50% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,221 | $5,069-56.2% | $4,333-48.7% | $4,299-48.3% |
| Participant deferral / active EE | $5,196 | $6,956-25.3% | $6,158-15.6% | $6,507-20.2% |
| Admin fee / account holder | $858 | $17,272-95.0% | $14,255-94.0% | $12,624-93.2% |