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 | $63,951 | $172,111-62.8% | $150,298-57.5% | $137,256-53.4% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 26.31% | 69.37%-43.1pp | 62.79%-36.5pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,636 | $4,636-64.7% | $4,154-60.6% | $4,156-60.6% |
| Participant deferral / active EE | $5,266 | $6,166-14.6% | $5,453-3.4% | $6,407-17.8% |
| Admin fee / account holder | $1,803 | $16,471-89.1% | $14,116-87.2% | $12,270-85.3% |