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 | $23,066 | $165,335-86.0% | $149,696-84.6% | $158,922-85.5% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 17.11% | 348.15%-331.0pp | 276.60%-259.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,138 | $5,103-77.7% | $4,644-75.5% | $4,761-76.1% |
| Participant deferral / active EE | $2,940 | $7,181-59.1% | $6,842-57.0% | $5,982-50.9% |
| Admin fee / account holder | $832 | $10,807-92.3% | $9,309-91.1% | $11,246-92.6% |