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 | $39,416 | $165,912-76.2% | $122,332-67.8% | $147,584-73.3% |
| Participation rate | 82.6% | 79.6%+3.0pp | 71.6%+11.0pp | 82.8%-0.2pp |
| Annual return | 16.08% | 34.55%-18.5pp | 30.27%-14.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,490 | $5,754-56.7% | $4,050-38.5% | $4,876-48.9% |
| Participant deferral / active EE | $4,034 | $4,005+0.7% | $3,287+22.7% | $5,439-25.8% |
| Admin fee / account holder | $446 | $7,424-94.0% | $5,478-91.9% | $10,885-95.9% |