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 8-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 | $46,698 | $183,519-74.6% | $155,509-70.0% | $145,922-68.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.47% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,377 | $5,313-74.1% | $4,672-70.5% | $4,660-70.4% |
| Participant deferral / active EE | $4,509 | $6,462-30.2% | $5,626-19.9% | $6,688-32.6% |
| Admin fee / account holder | $3,629 | $19,313-81.2% | $15,912-77.2% | $13,397-72.9% |