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 | $57,322 | $177,572-67.7% | $154,803-63.0% | $142,382-59.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.12% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,776 | $4,810-63.1% | $4,305-58.8% | $4,299-58.7% |
| Participant deferral / active EE | $4,492 | $6,272-28.4% | $5,540-18.9% | $6,507-31.0% |
| Admin fee / account holder | $1,834 | $16,786-89.1% | $14,329-87.2% | $12,624-85.5% |