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 | $38,231 | $177,572-78.5% | $154,803-75.3% | $142,382-73.1% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 16.34% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,293 | $4,810-31.5% | $4,305-23.5% | $4,299-23.4% |
| Participant deferral / active EE | $2,065 | $6,272-67.1% | $5,540-62.7% | $6,507-68.3% |
| Admin fee / account holder | $3,459 | $16,786-79.4% | $14,329-75.9% | $12,624-72.6% |