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 | $154,228-66.7% | $145,433-64.7% | $137,256-62.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 18.21% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,696 | $4,804-64.7% | $4,554-62.8% | $4,156-59.2% |
| Participant deferral / active EE | $5,196 | $8,216-36.8% | $7,897-34.2% | $6,407-18.9% |
| Admin fee / account holder | $1,984 | $14,344-86.2% | $13,129-84.9% | $12,270-83.8% |