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 | $55,161 | $165,912-66.8% | $122,332-54.9% | $147,584-62.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 18.17% | 34.55%-16.4pp | 30.27%-12.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $5,968 | $5,754+3.7% | $4,050+47.3% | $4,876+22.4% |
| Participant deferral / active EE | $8,550 | $4,005+113.5% | $3,287+160.1% | $5,439+57.2% |
| Admin fee / account holder | $5,605 | $7,424-24.5% | $5,478+2.3% | $10,885-48.5% |