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 | $47,105 | $148,534-68.3% | $135,903-65.3% | $139,434-66.2% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 16.05% | 79.19%-63.1pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,830 | $5,243-65.1% | $4,856-62.3% | $4,751-61.5% |
| Participant deferral / active EE | $7,894 | $8,100-2.5% | $7,758+1.8% | $6,710+17.6% |
| Admin fee / account holder | $1,582 | $12,400-87.2% | $10,762-85.3% | $11,403-86.1% |