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 | $47,130 | $168,632-72.1% | $147,614-68.1% | $125,391-62.4% |
| Participation rate | 94.7% | 88.8%+6.0pp | 84.6%+10.1pp | 83.2%+11.5pp |
| Annual return | 4.03% | 77.65%-73.6pp | 61.98%-57.9pp | 282.22%-278.2pp |
| Employer contribution / active EE | $10,288 | $6,252+64.6% | $5,564+84.9% | $4,866+111.4% |
| Participant deferral / active EE | $5,451 | $5,507-1.0% | $4,895+11.3% | $5,352+1.9% |
| Admin fee / account holder | $1,001 | $13,580-92.6% | $11,611-91.4% | $9,540-89.5% |