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 | $87,940 | $201,272-56.3% | $184,203-52.3% | $145,922-39.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.42% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $5,249 | $7,022-25.3% | $6,427-18.3% | $4,660+12.6% |
| Participant deferral / active EE | $5,794 | $9,806-40.9% | $9,131-36.5% | $6,688-13.4% |
| Admin fee / account holder | $2,935 | $16,364-82.1% | $13,901-78.9% | $13,397-78.1% |