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 | $42,422 | $226,064-81.2% | $182,532-76.8% | $152,861-72.2% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 23.85% | 192.51%-168.7pp | 148.54%-124.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,111 | $4,978-77.7% | $4,076-72.7% | $4,762-76.7% |
| Participant deferral / active EE | $2,849 | $6,368-55.3% | $5,524-48.4% | $5,850-51.3% |
| Admin fee / account holder | $2,572 | $10,703-76.0% | $8,592-70.1% | $11,596-77.8% |