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 | $46,908 | $177,572-73.6% | $154,803-69.7% | $142,382-67.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 15.26% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,273 | $4,810-73.5% | $4,305-70.4% | $4,299-70.4% |
| Participant deferral / active EE | $2,158 | $6,272-65.6% | $5,540-61.1% | $6,507-66.8% |
| Admin fee / account holder | $602 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |