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 | $53,397 | $177,572-69.9% | $154,803-65.5% | $142,382-62.5% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 17.13% | 65.07%-47.9pp | 58.88%-41.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,522 | $4,810-68.4% | $4,305-64.6% | $4,299-64.6% |
| Participant deferral / active EE | $2,625 | $6,272-58.1% | $5,540-52.6% | $6,507-59.7% |
| Admin fee / account holder | $373 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |