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 | $61,647 | $214,378-71.2% | $200,582-69.3% | $142,382-56.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 11.99% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,581 | $6,841-62.3% | $6,419-59.8% | $4,299-40.0% |
| Participant deferral / active EE | $3,103 | $9,865-68.5% | $9,331-66.7% | $6,507-52.3% |
| Admin fee / account holder | $1,328 | $17,692-92.5% | $16,305-91.9% | $12,624-89.5% |