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 | $54,993 | $183,519-70.0% | $155,509-64.6% | $145,922-62.3% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 8.94% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,872 | $5,313-64.8% | $4,672-59.9% | $4,660-59.8% |
| Participant deferral / active EE | $2,255 | $6,462-65.1% | $5,626-59.9% | $6,688-66.3% |
| Admin fee / account holder | $1,882 | $19,313-90.3% | $15,912-88.2% | $13,397-85.9% |