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 | $50,164 | $106,515-52.9% | $96,683-48.1% | $139,434-64.0% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 20.75% | 38.43%-17.7pp | 35.69%-14.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,976 | $4,103-3.1% | $3,737+6.4% | $4,751-16.3% |
| Participant deferral / active EE | $6,840 | $5,454+25.4% | $4,878+40.2% | $6,710+1.9% |
| Admin fee / account holder | $4,185 | $7,877-46.9% | $6,730-37.8% | $11,403-63.3% |