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 | $39,690 | $175,202-77.3% | $149,673-73.5% | $139,434-71.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.35% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $13,009 | $5,474+137.6% | $4,818+170.0% | $4,751+173.8% |
| Participant deferral / active EE | $8,247 | $6,519+26.5% | $5,680+45.2% | $6,710+22.9% |
| Admin fee / account holder | $25,147 | $16,150+55.7% | $13,210+90.4% | $11,403+120.5% |