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 | $48,511 | $73,515-34.0% | $62,995-23.0% | $147,584-67.1% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.8%+7.8pp | 82.8%-0.2pp |
| Annual return | 12.18% | 175.43%-163.2pp | 87.57%-75.4pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,048 | $3,320-68.4% | $2,759-62.0% | $4,876-78.5% |
| Participant deferral / active EE | $1,615 | $4,185-61.4% | $3,329-51.5% | $5,439-70.3% |
| Admin fee / account holder | $1,349 | $5,953-77.3% | $3,600-62.5% | $10,885-87.6% |