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 | $111,535-58.8% | $105,223-56.3% | $137,256-66.5% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 13.83% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,885 | $3,939-52.2% | $3,689-48.9% | $4,156-54.7% |
| Participant deferral / active EE | $12,038 | $5,500+118.9% | $5,072+137.3% | $6,407+87.9% |
| Admin fee / account holder | $901 | $9,721-90.7% | $8,859-89.8% | $12,270-92.7% |