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 | $46,477 | $181,894-74.4% | $156,549-70.3% | $273,961-83.0% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 8.15% | 30.74%-22.6pp | 32.23%-24.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,942 | $6,248-68.9% | $5,501-64.7% | $4,869-60.1% |
| Participant deferral / active EE | $4,673 | $5,550-15.8% | $4,871-4.1% | $5,287-11.6% |
| Admin fee / account holder | $343 | $15,559-97.8% | $13,027-97.4% | $10,132-96.6% |