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 | $34,669 | $115,770-70.1% | $101,248-65.8% | $158,922-78.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 17.11% | 56.14%-39.0pp | 46.47%-29.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,833 | $4,175-32.1% | $3,660-22.6% | $4,761-40.5% |
| Participant deferral / active EE | $3,917 | $4,957-21.0% | $4,370-10.4% | $5,982-34.5% |
| Admin fee / account holder | $2,339 | $7,245-67.7% | $5,945-60.7% | $11,246-79.2% |