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 | $34,238 | $157,256-78.2% | $141,162-75.7% | $152,861-77.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 14.93% | 64.32%-49.4pp | 71.39%-56.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,242 | $5,261-76.4% | $4,735-73.8% | $4,762-73.9% |
| Participant deferral / active EE | $2,846 | $7,109-60.0% | $6,709-57.6% | $5,850-51.4% |
| Admin fee / account holder | $479 | $12,120-96.1% | $10,261-95.3% | $11,596-95.9% |