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 | $51,581 | $165,912-68.9% | $122,332-57.8% | $147,584-65.0% |
| Participation rate | 76.2% | 79.6%-3.4pp | 71.6%+4.6pp | 82.8%-6.6pp |
| Annual return | 14.01% | 34.55%-20.5pp | 30.27%-16.3pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,643 | $5,754-71.5% | $4,050-59.4% | $4,876-66.3% |
| Participant deferral / active EE | $3,477 | $4,005-13.2% | $3,287+5.8% | $5,439-36.1% |
| Admin fee / account holder | $6,945 | $7,424-6.5% | $5,478+26.8% | $10,885-36.2% |