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 | $30,058 | $190,805-84.2% | $159,960-81.2% | $134,475-77.6% |
| Participation rate | 84.6% | 81.9%+2.7pp | 78.0%+6.7pp | 81.2%+3.4pp |
| Annual return | 7.41% | 552.23%-544.8pp | 408.60%-401.2pp | 417.96%-410.6pp |
| Employer contribution / active EE | $1,827 | $4,995-63.4% | $4,226-56.8% | $4,740-61.5% |
| Participant deferral / active EE | $2,085 | $6,923-69.9% | $6,182-66.3% | $6,400-67.4% |
| Admin fee / account holder | $724 | $10,471-93.1% | $8,698-91.7% | $11,426-93.7% |