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 | $50,172 | $148,534-66.2% | $135,903-63.1% | $139,434-64.0% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 18.70% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,277 | $5,243-56.6% | $4,856-53.1% | $4,751-52.1% |
| Participant deferral / active EE | $6,112 | $8,100-24.5% | $7,758-21.2% | $6,710-8.9% |
| Admin fee / account holder | $1,867 | $12,400-84.9% | $10,762-82.7% | $11,403-83.6% |