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 | $45,086 | $112,096-59.8% | $95,952-53.0% | $158,922-71.6% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 14.22% | 171.09%-156.9pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $866 | $3,198-72.9% | $2,541-65.9% | $4,761-81.8% |
| Participant deferral / active EE | $4,172 | $4,784-12.8% | $4,167+0.1% | $5,982-30.3% |
| Admin fee / account holder | $5,866 | $10,130-42.1% | $6,795-13.7% | $11,246-47.8% |