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 | $93,759 | $178,174-47.4% | $156,181-40.0% | $137,256-31.7% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 16.08% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,460 | $4,972-50.5% | $4,294-42.7% | $4,156-40.8% |
| Participant deferral / active EE | $4,964 | $6,888-27.9% | $6,132-19.1% | $6,407-22.5% |
| Admin fee / account holder | $16,391 | $17,404-5.8% | $14,586+12.4% | $12,270+33.6% |