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 | $44,267 | $138,065-67.9% | $123,544-64.2% | $135,375-67.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 5.20% | 153.68%-148.5pp | 119.20%-114.0pp | 519.73%-514.5pp |
| Employer contribution / active EE | $1,530 | $5,151-70.3% | $4,628-66.9% | $4,779-68.0% |
| Participant deferral / active EE | $3,617 | $6,799-46.8% | $6,426-43.7% | $5,609-35.5% |
| Admin fee / account holder | $1,661 | $10,916-84.8% | $9,284-82.1% | $10,827-84.7% |