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 | $31,735 | $175,202-81.9% | $149,673-78.8% | $139,434-77.2% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 15.59% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,881 | $5,474-65.6% | $4,818-61.0% | $4,751-60.4% |
| Participant deferral / active EE | $3,078 | $6,519-52.8% | $5,680-45.8% | $6,710-54.1% |
| Admin fee / account holder | $1,471 | $16,150-90.9% | $13,210-88.9% | $11,403-87.1% |