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 | $46,329 | $154,117-69.9% | $129,995-64.4% | $139,434-66.8% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 11.38% | 32.48%-21.1pp | -137.18%+148.6pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,205 | $5,289-58.3% | $4,320-48.9% | $4,751-53.6% |
| Participant deferral / active EE | $6,934 | $6,710+3.3% | $5,820+19.1% | $6,710+3.3% |
| Admin fee / account holder | $21,686 | $14,007+54.8% | $10,614+104.3% | $11,403+90.2% |