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 | $39,665 | $111,535-64.4% | $105,223-62.3% | $137,256-71.1% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 12.88% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,521 | $3,939-36.0% | $3,689-31.6% | $4,156-39.3% |
| Participant deferral / active EE | $4,407 | $5,500-19.9% | $5,072-13.1% | $6,407-31.2% |
| Admin fee / account holder | $1,560 | $9,721-84.0% | $8,859-82.4% | $12,270-87.3% |