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 | $48,352 | $148,534-67.4% | $135,903-64.4% | $139,434-65.3% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 19.26% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,407 | $5,243-54.1% | $4,856-50.4% | $4,751-49.3% |
| Participant deferral / active EE | $4,788 | $8,100-40.9% | $7,758-38.3% | $6,710-28.6% |
| Admin fee / account holder | $3,155 | $12,400-74.6% | $10,762-70.7% | $11,403-72.3% |