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 | $42,523 | $165,335-74.3% | $149,696-71.6% | $158,922-73.2% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 20.42% | 348.15%-327.7pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,552 | $5,103-50.0% | $4,644-45.0% | $4,761-46.4% |
| Participant deferral / active EE | $6,003 | $7,181-16.4% | $6,842-12.3% | $5,982+0.4% |
| Admin fee / account holder | $1,498 | $10,807-86.1% | $9,309-83.9% | $11,246-86.7% |