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 | $34,471 | $140,940-75.5% | $112,229-69.3% | $139,434-75.3% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 12.69% | 32.71%-20.0pp | 30.20%-17.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,059 | $4,283-51.9% | $3,430-40.0% | $4,751-56.7% |
| Participant deferral / active EE | $4,576 | $5,874-22.1% | $4,798-4.6% | $6,710-31.8% |
| Admin fee / account holder | $12,197 | $9,954+22.5% | $7,748+57.4% | $11,403+7.0% |