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 | $39,389 | $197,591-80.1% | $177,821-77.8% | $158,922-75.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 16.23% | 58.76%-42.5pp | 48.32%-32.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,666 | $6,697-75.1% | $5,918-71.9% | $4,761-65.0% |
| Participant deferral / active EE | $3,372 | $8,405-59.9% | $7,714-56.3% | $5,982-43.6% |
| Admin fee / account holder | $1,957 | $15,399-87.3% | $12,427-84.3% | $11,246-82.6% |