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 | $26,492 | $179,726-85.3% | $156,263-83.0% | $142,382-81.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 13.26% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,130 | $5,069-58.0% | $4,333-50.8% | $4,299-50.4% |
| Participant deferral / active EE | $3,530 | $6,956-49.3% | $6,158-42.7% | $6,507-45.8% |
| Admin fee / account holder | $1,886 | $17,272-89.1% | $14,255-86.8% | $12,624-85.1% |