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 | $41,836 | $183,519-77.2% | $155,509-73.1% | $145,922-71.3% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 10.03% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $6,503 | $5,313+22.4% | $4,672+39.2% | $4,660+39.6% |
| Participant deferral / active EE | $4,051 | $6,462-37.3% | $5,626-28.0% | $6,688-39.4% |
| Admin fee / account holder | $3,872 | $19,313-79.9% | $15,912-75.7% | $13,397-71.1% |