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 | $42,784 | $202,432-78.9% | $169,368-74.7% | $139,434-69.3% |
| Participation rate | 85.0% | 81.1%+3.9pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 16.31% | 531.74%-515.4pp | 405.60%-389.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,003 | $4,692-57.3% | $4,013-50.1% | $4,751-57.8% |
| Participant deferral / active EE | $3,605 | $6,938-48.0% | $6,221-42.1% | $6,710-46.3% |
| Admin fee / account holder | $2,507 | $10,708-76.6% | $9,003-72.2% | $11,403-78.0% |