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 | $42,016 | $106,515-60.6% | $96,683-56.5% | $139,434-69.9% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 14.34% | 38.43%-24.1pp | 35.69%-21.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,517 | $4,103-63.0% | $3,737-59.4% | $4,751-68.1% |
| Participant deferral / active EE | $6,264 | $5,454+14.9% | $4,878+28.4% | $6,710-6.6% |
| Admin fee / account holder | $1,519 | $7,877-80.7% | $6,730-77.4% | $11,403-86.7% |