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 | $50,217 | $217,402-76.9% | $185,823-73.0% | $167,490-70.0% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 12.11% | 148.36%-136.3pp | 122.05%-109.9pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,809 | $5,873-69.2% | $5,167-65.0% | $4,837-62.6% |
| Participant deferral / active EE | $4,828 | $6,356-24.0% | $5,568-13.3% | $6,341-23.9% |
| Admin fee / account holder | $2,552 | $19,811-87.1% | $16,237-84.3% | $12,309-79.3% |