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 | $23,253 | $135,952-82.9% | $123,892-81.2% | $273,961-91.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 168.01% | 56.63%+111.4pp | 47.52%+120.5pp | 41.45%+126.6pp |
| Employer contribution / active EE | $1,649 | $5,170-68.1% | $4,617-64.3% | $4,869-66.1% |
| Participant deferral / active EE | $2,722 | $6,343-57.1% | $5,984-54.5% | $5,287-48.5% |
| Admin fee / account holder | $611 | $9,817-93.8% | $8,357-92.7% | $10,132-94.0% |