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 | $42,527 | $148,534-71.4% | $135,903-68.7% | $139,434-69.5% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 13.90% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,600 | $5,243-50.4% | $4,856-46.5% | $4,751-45.3% |
| Participant deferral / active EE | $9,433 | $8,100+16.5% | $7,758+21.6% | $6,710+40.6% |
| Admin fee / account holder | $15,948 | $12,400+28.6% | $10,762+48.2% | $11,403+39.9% |