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 | $37,384 | $148,534-74.8% | $135,903-72.5% | $139,434-73.2% |
| Participation rate | 91.3% | 83.9%+7.5pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 24.10% | 79.19%-55.1pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $6,210 | $5,243+18.4% | $4,856+27.9% | $4,751+30.7% |
| Participant deferral / active EE | $14,679 | $8,100+81.2% | $7,758+89.2% | $6,710+118.8% |
| Admin fee / account holder | $2,808 | $12,400-77.4% | $10,762-73.9% | $11,403-75.4% |