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 | $43,599 | $202,432-78.5% | $169,368-74.3% | $139,434-68.7% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 32.22% | 531.74%-499.5pp | 405.60%-373.4pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,964 | $4,692-58.1% | $4,013-51.1% | $4,751-58.7% |
| Participant deferral / active EE | $3,457 | $6,938-50.2% | $6,221-44.4% | $6,710-48.5% |
| Admin fee / account holder | $2,718 | $10,708-74.6% | $9,003-69.8% | $11,403-76.2% |