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 | $48,963 | $157,256-68.9% | $141,162-65.3% | $152,861-68.0% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 16.74% | 64.32%-47.6pp | 71.39%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $4,468 | $5,261-15.1% | $4,735-5.6% | $4,762-6.2% |
| Participant deferral / active EE | $7,040 | $7,109-1.0% | $6,709+4.9% | $5,850+20.3% |
| Admin fee / account holder | $881 | $12,120-92.7% | $10,261-91.4% | $11,596-92.4% |