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 | $62,551 | $159,602-60.8% | $150,045-58.3% | $142,382-56.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 32.98% | 70.24%-37.3pp | 62.55%-29.6pp | 217.08%-184.1pp |
| Employer contribution / active EE | $1,540 | $4,961-69.0% | $4,693-67.2% | $4,299-64.2% |
| Participant deferral / active EE | $5,496 | $8,310-33.9% | $7,997-31.3% | $6,507-15.5% |
| Admin fee / account holder | $26,142 | $14,846+76.1% | $13,435+94.6% | $12,624+107.1% |