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 | $35,237 | $177,572-80.2% | $154,803-77.2% | $142,382-75.3% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 15.73% | 65.07%-49.3pp | 58.88%-43.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,674 | $4,810-44.4% | $4,305-37.9% | $4,299-37.8% |
| Participant deferral / active EE | $6,172 | $6,272-1.6% | $5,540+11.4% | $6,507-5.2% |
| Admin fee / account holder | $1,351 | $16,786-92.0% | $14,329-90.6% | $12,624-89.3% |