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 | $39,993 | $159,602-74.9% | $150,045-73.3% | $142,382-71.9% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 14.11% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,877 | $4,961-42.0% | $4,693-38.7% | $4,299-33.1% |
| Participant deferral / active EE | $4,569 | $8,310-45.0% | $7,997-42.9% | $6,507-29.8% |
| Admin fee / account holder | $605 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |