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 | $39,277 | $177,572-77.9% | $154,803-74.6% | $142,382-72.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.10% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,163 | $4,810-55.0% | $4,305-49.8% | $4,299-49.7% |
| Participant deferral / active EE | $3,398 | $6,272-45.8% | $5,540-38.7% | $6,507-47.8% |
| Admin fee / account holder | $2,808 | $16,786-83.3% | $14,329-80.4% | $12,624-77.8% |