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 | $38,361 | $183,519-79.1% | $155,509-75.3% | $145,922-73.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 10.02% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,066 | $5,313-79.9% | $4,672-77.2% | $4,660-77.1% |
| Participant deferral / active EE | $4,646 | $6,462-28.1% | $5,626-17.4% | $6,688-30.5% |
| Admin fee / account holder | $2,053 | $19,313-89.4% | $15,912-87.1% | $13,397-84.7% |