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 | $47,055 | $228,332-79.4% | $185,823-74.7% | $158,922-70.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 11.14% | 40.80%-29.7pp | 35.95%-24.8pp | 302.83%-291.7pp |
| Employer contribution / active EE | $853 | $4,967-82.8% | $4,087-79.1% | $4,761-82.1% |
| Participant deferral / active EE | $1,947 | $6,415-69.7% | $5,632-65.4% | $5,982-67.5% |
| Admin fee / account holder | $539 | $11,864-95.5% | $9,500-94.3% | $11,246-95.2% |