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 | $45,067 | $159,901-71.8% | $146,958-69.3% | $145,922-69.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 20.57% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,526 | $5,286-71.1% | $4,933-69.1% | $4,660-67.2% |
| Participant deferral / active EE | $2,627 | $8,428-68.8% | $8,070-67.5% | $6,688-60.7% |
| Admin fee / account holder | $14,717 | $15,044-2.2% | $12,998+13.2% | $13,397+9.9% |