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 | $79,279 | $185,822-57.3% | $169,993-53.4% | $139,434-43.1% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 20.37% | 60.50%-40.1pp | 53.37%-33.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,729 | $7,590-77.2% | $6,785-74.5% | $4,751-63.6% |
| Participant deferral / active EE | $3,429 | $11,622-70.5% | $10,408-67.1% | $6,710-48.9% |
| Admin fee / account holder | $588 | $15,381-96.2% | $12,815-95.4% | $11,403-94.8% |