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 | $66,279 | $148,534-55.4% | $135,903-51.2% | $139,434-52.5% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 18.01% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,993 | $5,243-42.9% | $4,856-38.4% | $4,751-37.0% |
| Participant deferral / active EE | $4,492 | $8,100-44.5% | $7,758-42.1% | $6,710-33.1% |
| Admin fee / account holder | $1,444 | $12,400-88.4% | $10,762-86.6% | $11,403-87.3% |