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 | $27,080 | $183,592-85.2% | $155,567-82.6% | $145,959-81.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.31% | 61.24%-48.9pp | 64.74%-52.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,668 | $5,315-31.0% | $4,674-21.5% | $4,661-21.3% |
| Participant deferral / active EE | $2,663 | $6,464-58.8% | $5,628-52.7% | $6,689-60.2% |
| Admin fee / account holder | $2,305 | $19,318-88.1% | $15,916-85.5% | $13,398-82.8% |