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 | $44,080 | $105,998-58.4% | $92,233-52.2% | $147,584-70.1% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 18.68% | 50.05%-31.4pp | 176.28%-157.6pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,041 | $4,333-76.0% | $3,679-71.7% | $4,876-78.6% |
| Participant deferral / active EE | $1,172 | $4,478-73.8% | $3,897-69.9% | $5,439-78.5% |
| Admin fee / account holder | $1,192 | $6,332-81.2% | $5,194-77.1% | $10,885-89.1% |