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 | $39,246 | $159,602-75.4% | $150,045-73.8% | $142,382-72.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 16.57% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,833 | $4,961-63.1% | $4,693-60.9% | $4,299-57.4% |
| Participant deferral / active EE | $6,856 | $8,310-17.5% | $7,997-14.3% | $6,507+5.4% |
| Admin fee / account holder | $1,951 | $14,846-86.9% | $13,435-85.5% | $12,624-84.5% |