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 | $33,063 | $183,519-82.0% | $155,509-78.7% | $145,922-77.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.82% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,434 | $5,313-54.2% | $4,672-47.9% | $4,660-47.8% |
| Participant deferral / active EE | $5,206 | $6,462-19.4% | $5,626-7.5% | $6,688-22.2% |
| Admin fee / account holder | $14,735 | $19,313-23.7% | $15,912-7.4% | $13,397+10.0% |