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 | $53,730 | $183,519-70.7% | $155,509-65.4% | $145,922-63.2% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 13.08% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,793 | $5,313-47.4% | $4,672-40.2% | $4,660-40.1% |
| Participant deferral / active EE | $4,170 | $6,462-35.5% | $5,626-25.9% | $6,688-37.6% |
| Admin fee / account holder | $2,856 | $19,313-85.2% | $15,912-82.1% | $13,397-78.7% |