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 | $32,831 | $159,602-79.4% | $150,045-78.1% | $142,382-76.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 18.04% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,936 | $4,961-20.7% | $4,693-16.1% | $4,299-8.4% |
| Participant deferral / active EE | $5,785 | $8,310-30.4% | $7,997-27.7% | $6,507-11.1% |
| Admin fee / account holder | $4,559 | $14,846-69.3% | $13,435-66.1% | $12,624-63.9% |