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 | $34,297 | $177,572-80.7% | $154,803-77.8% | $142,382-75.9% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 19.30% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,124 | $4,810-55.8% | $4,305-50.7% | $4,299-50.6% |
| Participant deferral / active EE | $3,384 | $6,272-46.0% | $5,540-38.9% | $6,507-48.0% |
| Admin fee / account holder | $987 | $16,786-94.1% | $14,329-93.1% | $12,624-92.2% |