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 7-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 | $89,015 | $201,272-55.8% | $184,203-51.7% | $145,922-39.0% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 15.44% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,014 | $7,022-57.1% | $6,427-53.1% | $4,660-35.3% |
| Participant deferral / active EE | $10,486 | $9,806+6.9% | $9,131+14.8% | $6,688+56.8% |
| Admin fee / account holder | $2,795 | $16,364-82.9% | $13,901-79.9% | $13,397-79.1% |