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 | $25,394 | $175,202-85.5% | $149,673-83.0% | $139,434-81.8% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 18.29% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,131 | $5,474-61.1% | $4,818-55.8% | $4,751-55.1% |
| Participant deferral / active EE | $2,776 | $6,519-57.4% | $5,680-51.1% | $6,710-58.6% |
| Admin fee / account holder | $2,568 | $16,150-84.1% | $13,210-80.6% | $11,403-77.5% |