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 | $69,093 | $175,202-60.6% | $149,673-53.8% | $139,434-50.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 19.39% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,829 | $5,474-11.8% | $4,818+0.2% | $4,751+1.7% |
| Participant deferral / active EE | $7,365 | $6,519+13.0% | $5,680+29.7% | $6,710+9.8% |
| Admin fee / account holder | $2,918 | $16,150-81.9% | $13,210-77.9% | $11,403-74.4% |