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 | $57,831 | $228,332-74.7% | $185,823-68.9% | $158,922-63.6% |
| Participation rate | 88.2% | 82.3%+5.9pp | 78.0%+10.2pp | 82.0%+6.3pp |
| Annual return | 13.58% | 40.80%-27.2pp | 35.95%-22.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $637 | $4,967-87.2% | $4,087-84.4% | $4,761-86.6% |
| Participant deferral / active EE | $1,451 | $6,415-77.4% | $5,632-74.2% | $5,982-75.7% |
| Admin fee / account holder | $376 | $11,864-96.8% | $9,500-96.0% | $11,246-96.7% |