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 | $30,584 | $72,177-57.6% | $115,037-73.4% | $59,632-48.7% |
| Participation rate | 81.3% | 72.6%+8.7pp | 81.4%-0.1pp | 68.7%+12.6pp |
| Annual return | 132.34% | 12.02%+120.3pp | 26.14%+106.2pp | 2041.28%-1908.9pp |
| Employer contribution / active EE | $1,539 | $2,841-45.8% | $4,608-66.6% | $2,203-30.1% |
| Participant deferral / active EE | $3,810 | $4,783-20.3% | $6,026-36.8% | $3,192+19.4% |
| Admin fee / account holder | $2,463 | $4,927-50.0% | $8,175-69.9% | $4,297-42.7% |