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 | $30,610 | $227,553-86.5% | $189,557-83.9% | $167,490-81.7% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.4%+13.9pp | 82.1%+10.2pp |
| Annual return | 17.61% | 78.40%-60.8pp | 64.17%-46.6pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,470 | $5,316-72.4% | $4,412-66.7% | $4,837-69.6% |
| Participant deferral / active EE | $3,795 | $7,002-45.8% | $6,174-38.5% | $6,341-40.2% |
| Admin fee / account holder | $463 | $11,878-96.1% | $9,807-95.3% | $12,309-96.2% |