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 | $44,230 | $172,111-74.3% | $150,298-70.6% | $137,256-67.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.26% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,760 | $4,636-62.0% | $4,154-57.6% | $4,156-57.6% |
| Participant deferral / active EE | $5,443 | $6,166-11.7% | $5,453-0.2% | $6,407-15.0% |
| Admin fee / account holder | $630 | $16,471-96.2% | $14,116-95.5% | $12,270-94.9% |