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 | $58,473 | $176,056-66.8% | $159,436-63.3% | $167,490-65.1% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 13.58% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,088 | $5,297-41.7% | $4,829-36.1% | $4,837-36.2% |
| Participant deferral / active EE | $4,609 | $7,750-40.5% | $7,352-37.3% | $6,341-27.3% |
| Admin fee / account holder | $10,849 | $12,554-13.6% | $10,799+0.5% | $12,309-11.9% |