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 | $32,165 | $209,411-84.6% | $178,490-82.0% | $158,922-79.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 13.44% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,011 | $5,706-47.2% | $5,011-39.9% | $4,761-36.8% |
| Participant deferral / active EE | $2,170 | $5,954-63.6% | $5,202-58.3% | $5,982-63.7% |
| Admin fee / account holder | $6,765 | $17,074-60.4% | $13,984-51.6% | $11,246-39.8% |