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 | $25,739 | $183,519-86.0% | $155,509-83.4% | $145,922-82.4% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 18.90% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,731 | $5,313-67.4% | $4,672-62.9% | $4,660-62.8% |
| Participant deferral / active EE | $3,329 | $6,462-48.5% | $5,626-40.8% | $6,688-50.2% |
| Admin fee / account holder | $951 | $19,313-95.1% | $15,912-94.0% | $13,397-92.9% |