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 | $39,762 | $228,332-82.6% | $185,823-78.6% | $158,922-75.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 16.24% | 40.80%-24.6pp | 35.95%-19.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,912 | $4,967-61.5% | $4,087-53.2% | $4,761-59.8% |
| Participant deferral / active EE | $5,764 | $6,415-10.1% | $5,632+2.4% | $5,982-3.6% |
| Admin fee / account holder | $844 | $11,864-92.9% | $9,500-91.1% | $11,246-92.5% |