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 | $38,912 | $154,228-74.8% | $145,433-73.2% | $137,256-71.6% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.14% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,085 | $4,804-35.8% | $4,554-32.3% | $4,156-25.8% |
| Participant deferral / active EE | $5,729 | $8,216-30.3% | $7,897-27.5% | $6,407-10.6% |
| Admin fee / account holder | $463 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |