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 | $45,039 | $209,411-78.5% | $178,490-74.8% | $158,922-71.7% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 13.29% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $4,687 | $5,706-17.9% | $5,011-6.5% | $4,761-1.6% |
| Participant deferral / active EE | $2,458 | $5,954-58.7% | $5,202-52.8% | $5,982-58.9% |
| Admin fee / account holder | $3,576 | $17,074-79.1% | $13,984-74.4% | $11,246-68.2% |