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 | $50,272 | $178,174-71.8% | $156,181-67.8% | $137,256-63.4% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.8%+12.5pp | 80.0%+11.3pp |
| Annual return | 17.18% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,818 | $4,972-63.4% | $4,294-57.7% | $4,156-56.3% |
| Participant deferral / active EE | $3,259 | $6,888-52.7% | $6,132-46.9% | $6,407-49.1% |
| Admin fee / account holder | $1,009 | $17,404-94.2% | $14,586-93.1% | $12,270-91.8% |