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 | $46,627 | $149,679-68.8% | $117,039-60.2% | $147,584-68.4% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 13.71% | 19.31%-5.6pp | 18.95%-5.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,486 | $4,937-69.9% | $3,785-60.7% | $4,876-69.5% |
| Participant deferral / active EE | $5,000 | $4,912+1.8% | $3,929+27.3% | $5,439-8.1% |
| Admin fee / account holder | $19,232 | $7,856+144.8% | $5,974+221.9% | $10,885+76.7% |