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 | $52,329 | $185,822-71.8% | $169,993-69.2% | $139,434-62.5% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.2pp |
| Annual return | 17.24% | 60.50%-43.3pp | 53.37%-36.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,915 | $7,590-74.8% | $6,785-71.8% | $4,751-59.7% |
| Participant deferral / active EE | $3,225 | $11,622-72.3% | $10,408-69.0% | $6,710-51.9% |
| Admin fee / account holder | $431 | $15,381-97.2% | $12,815-96.6% | $11,403-96.2% |