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 | $27,345 | $183,519-85.1% | $155,509-82.4% | $145,922-81.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 11.10% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,056 | $5,313-42.5% | $4,672-34.6% | $4,660-34.4% |
| Participant deferral / active EE | $3,654 | $6,462-43.5% | $5,626-35.1% | $6,688-45.4% |
| Admin fee / account holder | $8,331 | $19,313-56.9% | $15,912-47.6% | $13,397-37.8% |