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 | $99,345 | $217,402-54.3% | $185,823-46.5% | $167,490-40.7% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 15.38% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $4,789 | $5,873-18.5% | $5,167-7.3% | $4,837-1.0% |
| Participant deferral / active EE | $3,683 | $6,356-42.1% | $5,568-33.9% | $6,341-41.9% |
| Admin fee / account holder | $3,436 | $19,811-82.7% | $16,237-78.8% | $12,309-72.1% |