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 | $41,824 | $172,111-75.7% | $150,298-72.2% | $137,256-69.5% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 13.39% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,854 | $4,636-60.0% | $4,154-55.4% | $4,156-55.4% |
| Participant deferral / active EE | $3,121 | $6,166-49.4% | $5,453-42.8% | $6,407-51.3% |
| Admin fee / account holder | $12,084 | $16,471-26.6% | $14,116-14.4% | $12,270-1.5% |