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 | $38,094 | $185,822-79.5% | $169,993-77.6% | $139,434-72.7% |
| Participation rate | 78.9% | 87.8%-8.8pp | 87.0%-8.1pp | 80.3%-1.4pp |
| Annual return | 19.50% | 60.50%-41.0pp | 53.37%-33.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,329 | $7,590-69.3% | $6,785-65.7% | $4,751-51.0% |
| Participant deferral / active EE | $3,675 | $11,622-68.4% | $10,408-64.7% | $6,710-45.2% |
| Admin fee / account holder | $491 | $15,381-96.8% | $12,815-96.2% | $11,403-95.7% |