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 | $41,531 | $228,332-81.8% | $185,823-77.7% | $158,922-73.9% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 15.88% | 40.80%-24.9pp | 35.95%-20.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,144 | $4,967-36.7% | $4,087-23.1% | $4,761-34.0% |
| Participant deferral / active EE | $6,010 | $6,415-6.3% | $5,632+6.7% | $5,982+0.5% |
| Admin fee / account holder | $397 | $11,864-96.7% | $9,500-95.8% | $11,246-96.5% |