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 | $31,908 | $183,519-82.6% | $155,509-79.5% | $145,922-78.1% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 17.35% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,372 | $5,313-74.2% | $4,672-70.6% | $4,660-70.6% |
| Participant deferral / active EE | $4,105 | $6,462-36.5% | $5,626-27.0% | $6,688-38.6% |
| Admin fee / account holder | $442 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |