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 | $38,372 | $148,534-74.2% | $135,903-71.8% | $139,434-72.5% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 16.28% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,226 | $5,243-76.6% | $4,856-74.8% | $4,751-74.2% |
| Participant deferral / active EE | $5,009 | $8,100-38.2% | $7,758-35.4% | $6,710-25.3% |
| Admin fee / account holder | $846 | $12,400-93.2% | $10,762-92.1% | $11,403-92.6% |