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 | $51,353 | $159,602-67.8% | $150,045-65.8% | $142,382-63.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.21% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,696 | $4,961-65.8% | $4,693-63.9% | $4,299-60.6% |
| Participant deferral / active EE | $5,196 | $8,310-37.5% | $7,997-35.0% | $6,507-20.2% |
| Admin fee / account holder | $1,984 | $14,846-86.6% | $13,435-85.2% | $12,624-84.3% |