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 | $47,179 | $159,602-70.4% | $150,045-68.6% | $142,382-66.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.45% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,787 | $4,961-23.7% | $4,693-19.3% | $4,299-11.9% |
| Participant deferral / active EE | $13,682 | $8,310+64.6% | $7,997+71.1% | $6,507+110.3% |
| Admin fee / account holder | $39,129 | $14,846+163.6% | $13,435+191.3% | $12,624+210.0% |