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 | $35,395 | $176,056-79.9% | $159,436-77.8% | $167,490-78.9% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 26.84% | 331.75%-304.9pp | 263.57%-236.7pp | 478.56%-451.7pp |
| Employer contribution / active EE | $1,862 | $5,297-64.9% | $4,829-61.5% | $4,837-61.5% |
| Participant deferral / active EE | $5,916 | $7,750-23.7% | $7,352-19.5% | $6,341-6.7% |
| Admin fee / account holder | $7,394 | $12,554-41.1% | $10,799-31.5% | $12,309-39.9% |