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 | $95,881 | $209,336-54.2% | $197,124-51.4% | $137,256-30.1% |
| Participation rate | 89.5% | 87.3%+2.2pp | 86.7%+2.8pp | 80.0%+9.5pp |
| Annual return | 16.94% | 48.09%-31.2pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,518 | $6,591-61.8% | $6,227-59.6% | $4,156-39.4% |
| Participant deferral / active EE | $5,920 | $9,614-38.4% | $9,135-35.2% | $6,407-7.6% |
| Admin fee / account holder | $4,018 | $17,308-76.8% | $16,298-75.3% | $12,270-67.3% |