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 | $44,020 | $209,411-79.0% | $178,490-75.3% | $158,922-72.3% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 7.03% | 188.75%-181.7pp | 151.07%-144.0pp | 302.83%-295.8pp |
| Employer contribution / active EE | $2,045 | $5,706-64.2% | $5,011-59.2% | $4,761-57.1% |
| Participant deferral / active EE | $2,156 | $5,954-63.8% | $5,202-58.5% | $5,982-64.0% |
| Admin fee / account holder | $7,778 | $17,074-54.4% | $13,984-44.4% | $11,246-30.8% |