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 | $39,530 | $209,411-81.1% | $178,490-77.9% | $158,922-75.1% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 10.68% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,846 | $5,706-67.7% | $5,011-63.2% | $4,761-61.2% |
| Participant deferral / active EE | $4,290 | $5,954-27.9% | $5,202-17.5% | $5,982-28.3% |
| Admin fee / account holder | $2,407 | $17,074-85.9% | $13,984-82.8% | $11,246-78.6% |