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 | $56,640 | $148,534-61.9% | $135,903-58.3% | $139,434-59.4% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 19.69% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,835 | $5,243-65.0% | $4,856-62.2% | $4,751-61.4% |
| Participant deferral / active EE | $5,281 | $8,100-34.8% | $7,758-31.9% | $6,710-21.3% |
| Admin fee / account holder | $3,966 | $12,400-68.0% | $10,762-63.1% | $11,403-65.2% |