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 | $30,272 | $183,519-83.5% | $155,509-80.5% | $145,922-79.3% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 10.43% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,270 | $5,313-76.1% | $4,672-72.8% | $4,660-72.8% |
| Participant deferral / active EE | $4,617 | $6,462-28.6% | $5,626-17.9% | $6,688-31.0% |
| Admin fee / account holder | $1,059 | $19,313-94.5% | $15,912-93.3% | $13,397-92.1% |