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 | $48,068 | $175,202-72.6% | $149,673-67.9% | $139,434-65.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.96% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,845 | $5,474-66.3% | $4,818-61.7% | $4,751-61.2% |
| Participant deferral / active EE | $3,936 | $6,519-39.6% | $5,680-30.7% | $6,710-41.3% |
| Admin fee / account holder | $4,987 | $16,150-69.1% | $13,210-62.2% | $11,403-56.3% |