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 | $46,639 | $124,319-62.5% | $111,297-58.1% | $167,490-72.2% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 26.73% | 37.44%-10.7pp | 54.65%-27.9pp | 478.56%-451.8pp |
| Employer contribution / active EE | $1,500 | $3,435-56.3% | $2,731-45.1% | $4,837-69.0% |
| Participant deferral / active EE | $3,277 | $5,180-36.7% | $4,487-27.0% | $6,341-48.3% |
| Admin fee / account holder | $4,837 | $10,618-54.4% | $7,964-39.3% | $12,309-60.7% |