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 | $39,678 | $198,466-80.0% | $170,442-76.7% | $147,584-73.1% |
| Participation rate | 84.2% | 88.0%-3.8pp | 83.6%+0.6pp | 82.8%+1.4pp |
| Annual return | 13.96% | 257.29%-243.3pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $5,006 | $6,184-19.0% | $5,433-7.8% | $4,876+2.7% |
| Participant deferral / active EE | $3,817 | $5,629-32.2% | $4,939-22.7% | $5,439-29.8% |
| Admin fee / account holder | $978 | $16,852-94.2% | $13,880-93.0% | $10,885-91.0% |