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 | $72,570 | $185,822-60.9% | $169,993-57.3% | $139,434-48.0% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 14.43% | 60.50%-46.1pp | 53.37%-38.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,583 | $7,590-79.1% | $6,785-76.7% | $4,751-66.7% |
| Participant deferral / active EE | $4,396 | $11,622-62.2% | $10,408-57.8% | $6,710-34.5% |
| Admin fee / account holder | $1,171 | $15,381-92.4% | $12,815-90.9% | $11,403-89.7% |