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 | $43,061 | $183,519-76.5% | $155,509-72.3% | $145,922-70.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.14% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,118 | $5,313-41.3% | $4,672-33.3% | $4,660-33.1% |
| Participant deferral / active EE | $4,093 | $6,462-36.7% | $5,626-27.2% | $6,688-38.8% |
| Admin fee / account holder | $10,268 | $19,313-46.8% | $15,912-35.5% | $13,397-23.4% |