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 | $40,783 | $179,726-77.3% | $156,263-73.9% | $142,382-71.4% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.9%+3.4pp | 80.1%+2.2pp |
| Annual return | 12.81% | 77.86%-65.0pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,519 | $5,069-70.0% | $4,333-64.9% | $4,299-64.7% |
| Participant deferral / active EE | $2,352 | $6,956-66.2% | $6,158-61.8% | $6,507-63.9% |
| Admin fee / account holder | $1,225 | $17,272-92.9% | $14,255-91.4% | $12,624-90.3% |