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 | $40,448 | $209,411-80.7% | $178,490-77.3% | $158,922-74.5% |
| Participation rate | 88.2% | 86.3%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 8.93% | 188.75%-179.8pp | 151.07%-142.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $4,631 | $5,706-18.8% | $5,011-7.6% | $4,761-2.7% |
| Participant deferral / active EE | $2,266 | $5,954-61.9% | $5,202-56.4% | $5,982-62.1% |
| Admin fee / account holder | $4,752 | $17,074-72.2% | $13,984-66.0% | $11,246-57.7% |