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 | $35,479 | $114,381-69.0% | $107,525-67.0% | $142,382-75.1% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 13.54% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,012 | $4,015-74.8% | $3,754-73.0% | $4,299-76.5% |
| Participant deferral / active EE | $3,161 | $5,564-43.2% | $5,116-38.2% | $6,507-51.4% |
| Admin fee / account holder | $420 | $9,860-95.7% | $8,919-95.3% | $12,624-96.7% |