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 | $28,096 | $228,332-87.7% | $185,823-84.9% | $158,922-82.3% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 9.07% | 40.80%-31.7pp | 35.95%-26.9pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,165 | $4,967-76.6% | $4,087-71.5% | $4,761-75.5% |
| Participant deferral / active EE | $1,776 | $6,415-72.3% | $5,632-68.5% | $5,982-70.3% |
| Admin fee / account holder | $14,600 | $11,864+23.1% | $9,500+53.7% | $11,246+29.8% |