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 | $33,579 | $167,483-80.0% | $115,752-71.0% | $147,584-77.2% |
| Participation rate | 89.5% | 81.7%+7.7pp | 77.8%+11.7pp | 82.8%+6.6pp |
| Annual return | 17.26% | 12.11%+5.1pp | 19.41%-2.2pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,239 | $4,960-75.0% | $3,492-64.5% | $4,876-74.6% |
| Participant deferral / active EE | $3,080 | $7,037-56.2% | $5,204-40.8% | $5,439-43.4% |
| Admin fee / account holder | $1,378 | $13,069-89.5% | $6,278-78.0% | $10,885-87.3% |