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 | $51,724 | $114,381-54.8% | $107,525-51.9% | $142,382-63.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 16.21% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,168 | $4,015-46.0% | $3,754-42.2% | $4,299-49.6% |
| Participant deferral / active EE | $2,293 | $5,564-58.8% | $5,116-55.2% | $6,507-64.8% |
| Admin fee / account holder | $494 | $9,860-95.0% | $8,919-94.5% | $12,624-96.1% |