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 | $63,418 | $177,572-64.3% | $154,803-59.0% | $142,382-55.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 20.96% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,093 | $4,810-56.5% | $4,305-51.4% | $4,299-51.3% |
| Participant deferral / active EE | $3,549 | $6,272-43.4% | $5,540-35.9% | $6,507-45.5% |
| Admin fee / account holder | $1,231 | $16,786-92.7% | $14,329-91.4% | $12,624-90.2% |