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 | $32,703 | $159,901-79.5% | $146,958-77.7% | $145,922-77.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 12.78% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,760 | $5,286-28.9% | $4,933-23.8% | $4,660-19.3% |
| Participant deferral / active EE | $3,066 | $8,428-63.6% | $8,070-62.0% | $6,688-54.1% |
| Admin fee / account holder | $1,508 | $15,044-90.0% | $12,998-88.4% | $13,397-88.7% |