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 | $56,841 | $177,572-68.0% | $154,803-63.3% | $142,382-60.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.26% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,411 | $4,810-29.1% | $4,305-20.8% | $4,299-20.7% |
| Participant deferral / active EE | $4,821 | $6,272-23.1% | $5,540-13.0% | $6,507-25.9% |
| Admin fee / account holder | $2,166 | $16,786-87.1% | $14,329-84.9% | $12,624-82.8% |