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 | $45,685 | $159,602-71.4% | $150,045-69.6% | $142,382-67.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 17.97% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,535 | $4,961-28.7% | $4,693-24.7% | $4,299-17.8% |
| Participant deferral / active EE | $6,273 | $8,310-24.5% | $7,997-21.6% | $6,507-3.6% |
| Admin fee / account holder | $1,086 | $14,846-92.7% | $13,435-91.9% | $12,624-91.4% |