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 | $49,057 | $114,381-57.1% | $107,525-54.4% | $142,382-65.5% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 18.72% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,470 | $4,015-38.5% | $3,754-34.2% | $4,299-42.6% |
| Participant deferral / active EE | $5,220 | $5,564-6.2% | $5,116+2.0% | $6,507-19.8% |
| Admin fee / account holder | $383 | $9,860-96.1% | $8,919-95.7% | $12,624-97.0% |