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 | $51,935 | $210,648-75.3% | $177,989-70.8% | $145,922-64.4% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 11.44% | 385.86%-374.4pp | 294.48%-283.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,518 | $4,565+20.9% | $3,949+39.7% | $4,660+18.4% |
| Participant deferral / active EE | $10,412 | $6,958+49.6% | $6,276+65.9% | $6,688+55.7% |
| Admin fee / account holder | $26,455 | $12,013+120.2% | $10,363+155.3% | $13,397+97.5% |