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 | $50,970 | $176,377-71.1% | $134,143-62.0% | $158,922-67.9% |
| Participation rate | 95.8% | 78.7%+17.1pp | 72.2%+23.7pp | 82.0%+13.9pp |
| Annual return | 16.39% | 63.63%-47.2pp | 36.33%-19.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $5,623 | $5,040+11.6% | $3,704+51.8% | $4,761+18.1% |
| Participant deferral / active EE | $2,671 | $4,091-34.7% | $3,499-23.6% | $5,982-55.3% |
| Admin fee / account holder | $3,331 | $8,718-61.8% | $6,684-50.2% | $11,246-70.4% |