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 | $32,934 | $158,398-79.2% | $126,539-74.0% | $142,382-76.9% |
| Participation rate | 78.9% | 75.8%+3.1pp | 69.8%+9.1pp | 80.1%-1.2pp |
| Annual return | 17.31% | 593.76%-576.4pp | 425.95%-408.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,321 | $4,650-50.1% | $3,674-36.8% | $4,299-46.0% |
| Participant deferral / active EE | $4,894 | $4,767+2.7% | $4,083+19.9% | $6,507-24.8% |
| Admin fee / account holder | $2,582 | $6,918-62.7% | $6,065-57.4% | $12,624-79.5% |