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 | $32,801 | $183,519-82.1% | $155,509-78.9% | $145,922-77.5% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 20.62% | 61.17%-40.5pp | 64.67%-44.0pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,406 | $5,313-54.7% | $4,672-48.5% | $4,660-48.4% |
| Participant deferral / active EE | $4,091 | $6,462-36.7% | $5,626-27.3% | $6,688-38.8% |
| Admin fee / account holder | $796 | $19,313-95.9% | $15,912-95.0% | $13,397-94.1% |