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 | $68,500 | $177,572-61.4% | $154,803-55.8% | $142,382-51.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.11% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,523 | $4,810-68.3% | $4,305-64.6% | $4,299-64.6% |
| Participant deferral / active EE | $2,692 | $6,272-57.1% | $5,540-51.4% | $6,507-58.6% |
| Admin fee / account holder | $789 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |