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 | $39,077 | $209,411-81.3% | $178,490-78.1% | $158,922-75.4% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 9.13% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,488 | $5,706-73.9% | $5,011-70.3% | $4,761-68.7% |
| Participant deferral / active EE | $6,129 | $5,954+2.9% | $5,202+17.8% | $5,982+2.5% |
| Admin fee / account holder | $3,877 | $17,074-77.3% | $13,984-72.3% | $11,246-65.5% |