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 | $67,360 | $175,202-61.6% | $149,673-55.0% | $139,434-51.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.98% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,664 | $5,474-51.3% | $4,818-44.7% | $4,751-43.9% |
| Participant deferral / active EE | $4,631 | $6,519-29.0% | $5,680-18.5% | $6,710-31.0% |
| Admin fee / account holder | $858 | $16,150-94.7% | $13,210-93.5% | $11,403-92.5% |