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 | $43,548 | $159,602-72.7% | $150,045-71.0% | $142,382-69.4% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 16.41% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,303 | $4,961+27.1% | $4,693+34.3% | $4,299+46.6% |
| Participant deferral / active EE | $9,736 | $8,310+17.2% | $7,997+21.7% | $6,507+49.6% |
| Admin fee / account holder | $27,525 | $14,846+85.4% | $13,435+104.9% | $12,624+118.0% |