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 | $45,472 | $183,519-75.2% | $155,509-70.8% | $145,922-68.8% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 18.83% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,978 | $5,313-25.1% | $4,672-14.9% | $4,660-14.6% |
| Participant deferral / active EE | $2,373 | $6,462-63.3% | $5,626-57.8% | $6,688-64.5% |
| Admin fee / account holder | $643 | $19,313-96.7% | $15,912-96.0% | $13,397-95.2% |