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 | $45,117 | $124,425-63.7% | $112,040-59.7% | $137,256-67.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 15.54% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,810 | $3,411-46.9% | $2,954-38.7% | $4,156-56.4% |
| Participant deferral / active EE | $6,935 | $5,718+21.3% | $5,098+36.0% | $6,407+8.2% |
| Admin fee / account holder | $379 | $15,207-97.5% | $12,098-96.9% | $12,270-96.9% |