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 | $46,560 | $124,319-62.5% | $111,297-58.2% | $167,490-72.2% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 14.85% | 37.44%-22.6pp | 54.65%-39.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $873 | $3,435-74.6% | $2,731-68.0% | $4,837-82.0% |
| Participant deferral / active EE | $3,454 | $5,180-33.3% | $4,487-23.0% | $6,341-45.5% |
| Admin fee / account holder | $5,363 | $10,618-49.5% | $7,964-32.7% | $12,309-56.4% |