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 | $31,996 | $175,202-81.7% | $149,673-78.6% | $139,434-77.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 29.03% | 166.71%-137.7pp | 134.42%-105.4pp | 372.94%-343.9pp |
| Employer contribution / active EE | $1,798 | $5,474-67.2% | $4,818-62.7% | $4,751-62.2% |
| Participant deferral / active EE | $7,870 | $6,519+20.7% | $5,680+38.6% | $6,710+17.3% |
| Admin fee / account holder | $11,627 | $16,150-28.0% | $13,210-12.0% | $11,403+2.0% |