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 | $34,852 | $177,572-80.4% | $154,803-77.5% | $142,382-75.5% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 17.49% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,320 | $4,810-72.6% | $4,305-69.3% | $4,299-69.3% |
| Participant deferral / active EE | $3,050 | $6,272-51.4% | $5,540-44.9% | $6,507-53.1% |
| Admin fee / account holder | $4,616 | $16,786-72.5% | $14,329-67.8% | $12,624-63.4% |