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 | $40,971 | $108,919-62.4% | $100,391-59.2% | $145,922-71.9% |
| Participation rate | 95.8% | 82.9%+12.9pp | 81.5%+14.4pp | 80.3%+15.6pp |
| Annual return | 11.20% | 57.88%-46.7pp | 49.20%-38.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,612 | $4,419-40.9% | $3,942-33.7% | $4,660-43.9% |
| Participant deferral / active EE | $5,639 | $8,445-33.2% | $8,082-30.2% | $6,688-15.7% |
| Admin fee / account holder | $8,863 | $9,689-8.5% | $7,899+12.2% | $13,397-33.8% |