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 | $42,483 | $165,912-74.4% | $122,332-65.3% | $147,584-71.2% |
| Participation rate | 72.2% | 79.6%-7.4pp | 71.6%+0.6pp | 82.8%-10.6pp |
| Annual return | 21.73% | 34.55%-12.8pp | 30.27%-8.5pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,614 | $5,754-72.0% | $4,050-60.2% | $4,876-66.9% |
| Participant deferral / active EE | $3,845 | $4,005-4.0% | $3,287+17.0% | $5,439-29.3% |
| Admin fee / account holder | $460 | $7,424-93.8% | $5,478-91.6% | $10,885-95.8% |