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 | $45,533 | $197,591-77.0% | $177,821-74.4% | $158,922-71.3% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 18.59% | 58.76%-40.2pp | 48.32%-29.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,837 | $6,697-72.6% | $5,918-69.0% | $4,761-61.4% |
| Participant deferral / active EE | $3,471 | $8,405-58.7% | $7,714-55.0% | $5,982-42.0% |
| Admin fee / account holder | $2,160 | $15,399-86.0% | $12,427-82.6% | $11,246-80.8% |