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 | $45,845 | $162,781-71.8% | $133,956-65.8% | $158,922-71.2% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 20.32% | 41.94%-21.6pp | 45.09%-24.8pp | 302.83%-282.5pp |
| Employer contribution / active EE | $3,637 | $4,975-26.9% | $3,919-7.2% | $4,761-23.6% |
| Participant deferral / active EE | $5,036 | $5,911-14.8% | $5,048-0.2% | $5,982-15.8% |
| Admin fee / account holder | $1,193 | $11,736-89.8% | $8,927-86.6% | $11,246-89.4% |