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 | $33,494 | $148,534-77.5% | $135,903-75.4% | $139,434-76.0% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 16.54% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,480 | $5,243-52.7% | $4,856-48.9% | $4,751-47.8% |
| Participant deferral / active EE | $5,163 | $8,100-36.3% | $7,758-33.4% | $6,710-23.1% |
| Admin fee / account holder | $10,245 | $12,400-17.4% | $10,762-4.8% | $11,403-10.2% |