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 | $28,885 | $183,519-84.3% | $155,509-81.4% | $145,922-80.2% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 18.36% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $4,014 | $5,313-24.5% | $4,672-14.1% | $4,660-13.9% |
| Participant deferral / active EE | $2,606 | $6,462-59.7% | $5,626-53.7% | $6,688-61.0% |
| Admin fee / account holder | $720 | $19,313-96.3% | $15,912-95.5% | $13,397-94.6% |