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 | $177,572-76.4% | $154,803-73.0% | $142,382-70.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 13.39% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,854 | $4,810-61.5% | $4,305-56.9% | $4,299-56.9% |
| Participant deferral / active EE | $3,121 | $6,272-50.2% | $5,540-43.7% | $6,507-52.0% |
| Admin fee / account holder | $12,084 | $16,786-28.0% | $14,329-15.7% | $12,624-4.3% |