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 | $42,493 | $175,202-75.7% | $149,673-71.6% | $139,434-69.5% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 18.94% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,659 | $5,474-69.7% | $4,818-65.6% | $4,751-65.1% |
| Participant deferral / active EE | $4,230 | $6,519-35.1% | $5,680-25.5% | $6,710-37.0% |
| Admin fee / account holder | $322 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |