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 | $40,061 | $148,534-73.0% | $135,903-70.5% | $139,434-71.3% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 22.69% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,259 | $5,243-56.9% | $4,856-53.5% | $4,751-52.4% |
| Participant deferral / active EE | $4,047 | $8,100-50.0% | $7,758-47.8% | $6,710-39.7% |
| Admin fee / account holder | $525 | $12,400-95.8% | $10,762-95.1% | $11,403-95.4% |