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 | $46,650 | $154,117-69.7% | $129,995-64.1% | $139,434-66.5% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.8pp | 80.3%+14.9pp |
| Annual return | 31.90% | 32.48%-0.6pp | -137.18%+169.1pp | 372.94%-341.0pp |
| Employer contribution / active EE | $6,538 | $5,289+23.6% | $4,320+51.3% | $4,751+37.6% |
| Participant deferral / active EE | $6,420 | $6,710-4.3% | $5,820+10.3% | $6,710-4.3% |
| Admin fee / account holder | $5,208 | $14,007-62.8% | $10,614-50.9% | $11,403-54.3% |