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 | $33,904 | $154,117-78.0% | $129,995-73.9% | $139,434-75.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 11.20% | 32.48%-21.3pp | -137.18%+148.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,411 | $5,289-73.3% | $4,320-67.3% | $4,751-70.3% |
| Participant deferral / active EE | $2,531 | $6,710-62.3% | $5,820-56.5% | $6,710-62.3% |
| Admin fee / account holder | $493 | $14,007-96.5% | $10,614-95.4% | $11,403-95.7% |