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 | $37,552 | $154,228-75.7% | $145,433-74.2% | $137,256-72.6% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 40.77% | 74.59%-33.8pp | 66.58%-25.8pp | 220.34%-179.6pp |
| Employer contribution / active EE | $3,057 | $4,804-36.4% | $4,554-32.9% | $4,156-26.5% |
| Participant deferral / active EE | $6,172 | $8,216-24.9% | $7,897-21.9% | $6,407-3.7% |
| Admin fee / account holder | $3,704 | $14,344-74.2% | $13,129-71.8% | $12,270-69.8% |