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 | $40,592 | $209,411-80.6% | $178,490-77.3% | $158,922-74.5% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 12.91% | 188.75%-175.8pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,182 | $5,706-79.3% | $5,011-76.4% | $4,761-75.2% |
| Participant deferral / active EE | $3,378 | $5,954-43.3% | $5,202-35.1% | $5,982-43.5% |
| Admin fee / account holder | $2,546 | $17,074-85.1% | $13,984-81.8% | $11,246-77.4% |