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 | $43,934 | $158,398-72.3% | $126,539-65.3% | $142,382-69.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 15.01% | 593.76%-578.7pp | 425.95%-410.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,758 | $4,650-62.2% | $3,674-52.2% | $4,299-59.1% |
| Participant deferral / active EE | $361 | $4,767-92.4% | $4,083-91.2% | $6,507-94.5% |
| Admin fee / account holder | $812 | $6,918-88.3% | $6,065-86.6% | $12,624-93.6% |