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 | $49,694 | $183,963-73.0% | $162,163-69.4% | $152,861-67.5% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.4%+12.8pp |
| Annual return | 15.22% | 150.76%-135.5pp | 115.59%-100.4pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,708 | $6,371-73.2% | $5,614-69.6% | $4,762-64.1% |
| Participant deferral / active EE | $3,236 | $8,034-59.7% | $7,298-55.7% | $5,850-44.7% |
| Admin fee / account holder | $8,213 | $13,121-37.4% | $10,843-24.3% | $11,596-29.2% |