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 | $154,228-69.4% | $145,433-67.6% | $137,256-65.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 15.45% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,787 | $4,804-21.2% | $4,554-16.9% | $4,156-8.9% |
| Participant deferral / active EE | $13,682 | $8,216+66.5% | $7,897+73.2% | $6,407+113.6% |
| Admin fee / account holder | $39,129 | $14,344+172.8% | $13,129+198.0% | $12,270+218.9% |