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 | $79,293 | $148,534-46.6% | $135,903-41.7% | $139,434-43.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 18.71% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,646 | $5,243-49.5% | $4,856-45.5% | $4,751-44.3% |
| Participant deferral / active EE | $6,060 | $8,100-25.2% | $7,758-21.9% | $6,710-9.7% |
| Admin fee / account holder | $4,024 | $12,400-67.6% | $10,762-62.6% | $11,403-64.7% |