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 | $31,752 | $148,534-78.6% | $135,903-76.6% | $139,434-77.2% |
| Participation rate | 91.3% | 83.9%+7.5pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 25.16% | 79.19%-54.0pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,188 | $5,243-58.3% | $4,856-55.0% | $4,751-54.0% |
| Participant deferral / active EE | $7,728 | $8,100-4.6% | $7,758-0.4% | $6,710+15.2% |
| Admin fee / account holder | $620 | $12,400-95.0% | $10,762-94.2% | $11,403-94.6% |