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 | $45,984 | $114,381-59.8% | $107,525-57.2% | $142,382-67.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 13.83% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,885 | $4,015-53.1% | $3,754-49.8% | $4,299-56.2% |
| Participant deferral / active EE | $12,038 | $5,564+116.3% | $5,116+135.3% | $6,507+85.0% |
| Admin fee / account holder | $901 | $9,860-90.9% | $8,919-89.9% | $12,624-92.9% |