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 | $39,811 | $157,256-74.7% | $141,162-71.8% | $152,861-74.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 19.70% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,202 | $5,261-58.1% | $4,735-53.5% | $4,762-53.8% |
| Participant deferral / active EE | $7,790 | $7,109+9.6% | $6,709+16.1% | $5,850+33.2% |
| Admin fee / account holder | $1,163 | $12,120-90.4% | $10,261-88.7% | $11,596-90.0% |