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 | $55,014 | $108,912-49.5% | $100,383-45.2% | $145,959-62.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.61% | 57.96%-43.4pp | 49.26%-34.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,739 | $4,423-38.1% | $3,944-30.5% | $4,661-41.2% |
| Participant deferral / active EE | $3,875 | $8,451-54.1% | $8,086-52.1% | $6,689-42.1% |
| Admin fee / account holder | $1,778 | $9,690-81.6% | $7,900-77.5% | $13,398-86.7% |