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 | $42,230 | $183,519-77.0% | $155,509-72.8% | $145,922-71.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 13.70% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,046 | $5,313-61.5% | $4,672-56.2% | $4,660-56.1% |
| Participant deferral / active EE | $3,915 | $6,462-39.4% | $5,626-30.4% | $6,688-41.5% |
| Admin fee / account holder | $5,745 | $19,313-70.3% | $15,912-63.9% | $13,397-57.1% |