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 | $38,680 | $232,540-83.4% | $185,117-79.1% | $147,584-73.8% |
| Participation rate | 79.2% | 82.4%-3.2pp | 77.3%+1.9pp | 82.8%-3.7pp |
| Annual return | 11.48% | 43.03%-31.6pp | 40.50%-29.0pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,587 | $5,195-69.5% | $4,182-62.1% | $4,876-67.5% |
| Participant deferral / active EE | $2,158 | $5,834-63.0% | $5,045-57.2% | $5,439-60.3% |
| Admin fee / account holder | $7,732 | $10,275-24.7% | $8,159-5.2% | $10,885-29.0% |