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 | $40,518 | $217,402-81.4% | $185,823-78.2% | $167,490-75.8% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 11.19% | 148.36%-137.2pp | 122.05%-110.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,806 | $5,873-69.2% | $5,167-65.0% | $4,837-62.7% |
| Participant deferral / active EE | $10,890 | $6,356+71.3% | $5,568+95.6% | $6,341+71.7% |
| Admin fee / account holder | $1,665 | $19,811-91.6% | $16,237-89.7% | $12,309-86.5% |