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 | $41,520 | $177,572-76.6% | $154,803-73.2% | $142,382-70.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.43% | 65.07%-52.6pp | 58.88%-46.5pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,959 | $4,810-59.3% | $4,305-54.5% | $4,299-54.4% |
| Participant deferral / active EE | $2,674 | $6,272-57.4% | $5,540-51.7% | $6,507-58.9% |
| Admin fee / account holder | $709 | $16,786-95.8% | $14,329-95.1% | $12,624-94.4% |