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 | $43,780 | $185,822-76.4% | $169,993-74.2% | $139,434-68.6% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 19.33% | 60.50%-41.2pp | 53.37%-34.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,853 | $7,590-62.4% | $6,785-57.9% | $4,751-39.9% |
| Participant deferral / active EE | $5,616 | $11,622-51.7% | $10,408-46.0% | $6,710-16.3% |
| Admin fee / account holder | $2,239 | $15,381-85.4% | $12,815-82.5% | $11,403-80.4% |