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 | $48,074 | $166,020-71.0% | $164,866-70.8% | $145,959-67.1% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 17.48% | 100.08%-82.6pp | 69.97%-52.5pp | 561.95%-544.5pp |
| Employer contribution / active EE | $2,313 | $5,275-56.2% | $4,343-46.7% | $4,661-50.4% |
| Participant deferral / active EE | $3,296 | $6,961-52.6% | $6,033-45.4% | $6,689-50.7% |
| Admin fee / account holder | $2,101 | $16,644-87.4% | $12,689-83.4% | $13,398-84.3% |