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 | $46,551 | $159,901-70.9% | $146,958-68.3% | $145,922-68.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.60% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,931 | $5,286-63.5% | $4,933-60.9% | $4,660-58.6% |
| Participant deferral / active EE | $7,692 | $8,428-8.7% | $8,070-4.7% | $6,688+15.0% |
| Admin fee / account holder | $16,911 | $15,044+12.4% | $12,998+30.1% | $13,397+26.2% |