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 | $33,934 | $177,572-80.9% | $154,803-78.1% | $142,382-76.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 14.27% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,297 | $4,810-73.0% | $4,305-69.9% | $4,299-69.8% |
| Participant deferral / active EE | $4,259 | $6,272-32.1% | $5,540-23.1% | $6,507-34.6% |
| Admin fee / account holder | $546 | $16,786-96.7% | $14,329-96.2% | $12,624-95.7% |