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 | $46,757 | $183,519-74.5% | $155,509-69.9% | $145,922-68.0% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 11.43% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,719 | $5,313-67.6% | $4,672-63.2% | $4,660-63.1% |
| Participant deferral / active EE | $5,386 | $6,462-16.7% | $5,626-4.3% | $6,688-19.5% |
| Admin fee / account holder | $1,548 | $19,313-92.0% | $15,912-90.3% | $13,397-88.4% |