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 | $43,076 | $150,187-71.3% | $120,354-64.2% | $145,922-70.5% |
| Participation rate | 93.8% | 78.8%+15.0pp | 71.9%+21.8pp | 80.3%+13.5pp |
| Annual return | 9.70% | 154.07%-144.4pp | 107.15%-97.4pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,845 | $4,348-57.6% | $3,463-46.7% | $4,660-60.4% |
| Participant deferral / active EE | $2,602 | $6,173-57.9% | $4,991-47.9% | $6,688-61.1% |
| Admin fee / account holder | $6,310 | $12,207-48.3% | $9,423-33.0% | $13,397-52.9% |