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 | $74,407 | $165,335-55.0% | $149,696-50.3% | $158,922-53.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.68% | 348.15%-335.5pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,681 | $5,103-67.1% | $4,644-63.8% | $4,761-64.7% |
| Participant deferral / active EE | $3,922 | $7,181-45.4% | $6,842-42.7% | $5,982-34.4% |
| Admin fee / account holder | $723 | $10,807-93.3% | $9,309-92.2% | $11,246-93.6% |