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 | $27,880 | $148,534-81.2% | $135,903-79.5% | $139,434-80.0% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 13.18% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,834 | $5,243-45.9% | $4,856-41.6% | $4,751-40.3% |
| Participant deferral / active EE | $3,664 | $8,100-54.8% | $7,758-52.8% | $6,710-45.4% |
| Admin fee / account holder | $349 | $12,400-97.2% | $10,762-96.8% | $11,403-96.9% |