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 | $38,917 | $114,381-66.0% | $107,525-63.8% | $142,382-72.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 43.87% | 242.71%-198.8pp | 181.32%-137.5pp | 217.08%-173.2pp |
| Employer contribution / active EE | $2,203 | $4,015-45.1% | $3,754-41.3% | $4,299-48.8% |
| Participant deferral / active EE | $3,047 | $5,564-45.2% | $5,116-40.4% | $6,507-53.2% |
| Admin fee / account holder | $4,547 | $9,860-53.9% | $8,919-49.0% | $12,624-64.0% |