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 | $44,189 | $209,411-78.9% | $178,490-75.2% | $158,922-72.2% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 18.91% | 188.75%-169.8pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,085 | $5,706-63.5% | $5,011-58.4% | $4,761-56.2% |
| Participant deferral / active EE | $5,908 | $5,954-0.8% | $5,202+13.6% | $5,982-1.2% |
| Admin fee / account holder | $827 | $17,074-95.2% | $13,984-94.1% | $11,246-92.6% |