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 | $40,379 | $181,894-77.8% | $156,549-74.2% | $273,961-85.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 17.68% | 30.74%-13.1pp | 32.23%-14.5pp | 41.45%-23.8pp |
| Employer contribution / active EE | $2,363 | $6,248-62.2% | $5,501-57.1% | $4,869-51.5% |
| Participant deferral / active EE | $5,315 | $5,550-4.2% | $4,871+9.1% | $5,287+0.5% |
| Admin fee / account holder | $838 | $15,559-94.6% | $13,027-93.6% | $10,132-91.7% |