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 | $43,020 | $202,432-78.7% | $169,368-74.6% | $139,434-69.1% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 16.24% | 531.74%-515.5pp | 405.60%-389.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,843 | $4,692-39.4% | $4,013-29.2% | $4,751-40.2% |
| Participant deferral / active EE | $5,108 | $6,938-26.4% | $6,221-17.9% | $6,710-23.9% |
| Admin fee / account holder | $2,650 | $10,708-75.3% | $9,003-70.6% | $11,403-76.8% |