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 | $52,052 | $100,773-48.3% | $88,946-41.5% | $142,382-63.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 16.49% | 70.18%-53.7pp | 57.82%-41.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,065 | $2,918+5.1% | $2,555+20.0% | $4,299-28.7% |
| Participant deferral / active EE | $7,357 | $5,230+40.7% | $4,581+60.6% | $6,507+13.1% |
| Admin fee / account holder | $1,890 | $9,693-80.5% | $8,261-77.1% | $12,624-85.0% |