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 | $68,514 | $214,378-68.0% | $200,582-65.8% | $142,382-51.9% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 15.48% | 46.41%-30.9pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,658 | $6,841-61.1% | $6,419-58.6% | $4,299-38.2% |
| Participant deferral / active EE | $5,130 | $9,865-48.0% | $9,331-45.0% | $6,507-21.2% |
| Admin fee / account holder | $858 | $17,692-95.1% | $16,305-94.7% | $12,624-93.2% |