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 | $47,840 | $148,534-67.8% | $135,903-64.8% | $139,434-65.7% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 23.31% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,389 | $5,243-54.4% | $4,856-50.8% | $4,751-49.7% |
| Participant deferral / active EE | $6,939 | $8,100-14.3% | $7,758-10.6% | $6,710+3.4% |
| Admin fee / account holder | $18,478 | $12,400+49.0% | $10,762+71.7% | $11,403+62.0% |