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 | $44,353 | $149,734-70.4% | $118,925-62.7% | $158,922-72.1% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+9.0pp |
| Annual return | 24.94% | 19.95%+5.0pp | 35.88%-10.9pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,510 | $4,115-39.0% | $3,263-23.1% | $4,761-47.3% |
| Participant deferral / active EE | $2,642 | $5,223-49.4% | $4,265-38.1% | $5,982-55.8% |
| Admin fee / account holder | $3,127 | $8,603-63.6% | $6,581-52.5% | $11,246-72.2% |