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 | $43,916 | $148,534-70.4% | $135,903-67.7% | $139,434-68.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 12.79% | 79.19%-66.4pp | 68.23%-55.4pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,615 | $5,243-50.1% | $4,856-46.2% | $4,751-45.0% |
| Participant deferral / active EE | $4,630 | $8,100-42.8% | $7,758-40.3% | $6,710-31.0% |
| Admin fee / account holder | $5,279 | $12,400-57.4% | $10,762-50.9% | $11,403-53.7% |