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 | $53,788 | $124,319-56.7% | $111,297-51.7% | $167,490-67.9% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 17.98% | 37.44%-19.5pp | 54.65%-36.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,636 | $3,435-52.4% | $2,731-40.1% | $4,837-66.2% |
| Participant deferral / active EE | $3,925 | $5,180-24.2% | $4,487-12.5% | $6,341-38.1% |
| Admin fee / account holder | $2,711 | $10,618-74.5% | $7,964-66.0% | $12,309-78.0% |