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 | $54,463 | $179,726-69.7% | $156,263-65.1% | $142,382-61.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 14.52% | 77.86%-63.3pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,912 | $5,069-62.3% | $4,333-55.9% | $4,299-55.5% |
| Participant deferral / active EE | $3,365 | $6,956-51.6% | $6,158-45.4% | $6,507-48.3% |
| Admin fee / account holder | $29,563 | $17,272+71.2% | $14,255+107.4% | $12,624+134.2% |