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 | $39,257 | $175,202-77.6% | $149,673-73.8% | $139,434-71.8% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 13.54% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,271 | $5,474-76.8% | $4,818-73.6% | $4,751-73.3% |
| Participant deferral / active EE | $2,979 | $6,519-54.3% | $5,680-47.5% | $6,710-55.6% |
| Admin fee / account holder | $2,523 | $16,150-84.4% | $13,210-80.9% | $11,403-77.9% |