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 | $89,392 | $177,572-49.7% | $154,803-42.3% | $142,382-37.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.71% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,965 | $4,810-59.1% | $4,305-54.4% | $4,299-54.3% |
| Participant deferral / active EE | $4,297 | $6,272-31.5% | $5,540-22.4% | $6,507-34.0% |
| Admin fee / account holder | $863 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |