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 | $45,957 | $176,056-73.9% | $159,436-71.2% | $167,490-72.6% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 14.01% | 331.75%-317.7pp | 263.57%-249.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,267 | $5,297-57.2% | $4,829-53.1% | $4,837-53.1% |
| Participant deferral / active EE | $5,566 | $7,750-28.2% | $7,352-24.3% | $6,341-12.2% |
| Admin fee / account holder | $5,299 | $12,554-57.8% | $10,799-50.9% | $12,309-56.9% |