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 | $78,043 | $214,378-63.6% | $200,582-61.1% | $142,382-45.2% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 18.88% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,773 | $6,841-74.1% | $6,419-72.4% | $4,299-58.8% |
| Participant deferral / active EE | $7,167 | $9,865-27.3% | $9,331-23.2% | $6,507+10.1% |
| Admin fee / account holder | $8,393 | $17,692-52.6% | $16,305-48.5% | $12,624-33.5% |