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 | $42,751 | $214,378-80.1% | $200,582-78.7% | $142,382-70.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 30.21% | 46.41%-16.2pp | 42.33%-12.1pp | 217.08%-186.9pp |
| Employer contribution / active EE | $3,631 | $6,841-46.9% | $6,419-43.4% | $4,299-15.5% |
| Participant deferral / active EE | $7,964 | $9,865-19.3% | $9,331-14.7% | $6,507+22.4% |
| Admin fee / account holder | $1,501 | $17,692-91.5% | $16,305-90.8% | $12,624-88.1% |