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 | $78,975 | $177,572-55.5% | $154,803-49.0% | $142,382-44.5% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 14.74% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,032 | $4,810-57.8% | $4,305-52.8% | $4,299-52.7% |
| Participant deferral / active EE | $5,462 | $6,272-12.9% | $5,540-1.4% | $6,507-16.1% |
| Admin fee / account holder | $1,334 | $16,786-92.1% | $14,329-90.7% | $12,624-89.4% |