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 | $43,446 | $209,411-79.3% | $178,490-75.7% | $158,922-72.7% |
| Participation rate | 95.5% | 86.3%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 9.19% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,738 | $5,706-52.0% | $5,011-45.4% | $4,761-42.5% |
| Participant deferral / active EE | $5,383 | $5,954-9.6% | $5,202+3.5% | $5,982-10.0% |
| Admin fee / account holder | $14,886 | $17,074-12.8% | $13,984+6.5% | $11,246+32.4% |