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 | $39,261 | $181,894-78.4% | $156,549-74.9% | $273,961-85.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 10.64% | 30.74%-20.1pp | 32.23%-21.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,807 | $6,248-55.1% | $5,501-49.0% | $4,869-42.3% |
| Participant deferral / active EE | $9,510 | $5,550+71.4% | $4,871+95.2% | $5,287+79.9% |
| Admin fee / account holder | $383 | $15,559-97.5% | $13,027-97.1% | $10,132-96.2% |