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 | $49,948 | $163,101-69.4% | $136,749-63.5% | $142,382-64.9% |
| Participation rate | 93.8% | 78.2%+15.5pp | 72.1%+21.6pp | 80.1%+13.6pp |
| Annual return | 18.88% | 27.54%-8.7pp | 24.33%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,095 | $4,117+23.8% | $3,400+49.9% | $4,299+18.5% |
| Participant deferral / active EE | $2,676 | $5,585-52.1% | $4,692-43.0% | $6,507-58.9% |
| Admin fee / account holder | $865 | $14,318-94.0% | $11,386-92.4% | $12,624-93.1% |