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 | $38,351 | $157,256-75.6% | $141,162-72.8% | $152,861-74.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 20.96% | 64.32%-43.4pp | 71.39%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,588 | $5,261-31.8% | $4,735-24.2% | $4,762-24.7% |
| Participant deferral / active EE | $6,858 | $7,109-3.5% | $6,709+2.2% | $5,850+17.2% |
| Admin fee / account holder | $1,115 | $12,120-90.8% | $10,261-89.1% | $11,596-90.4% |