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 | $48,697 | $214,378-77.3% | $200,582-75.7% | $142,382-65.8% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 22.19% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,818 | $6,841-44.2% | $6,419-40.5% | $4,299-11.2% |
| Participant deferral / active EE | $10,018 | $9,865+1.6% | $9,331+7.4% | $6,507+53.9% |
| Admin fee / account holder | $335 | $17,692-98.1% | $16,305-97.9% | $12,624-97.3% |