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 | $48,044 | $210,648-77.2% | $177,989-73.0% | $145,922-67.1% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 12.69% | 385.86%-373.2pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,494 | $4,565-67.3% | $3,949-62.2% | $4,660-67.9% |
| Participant deferral / active EE | $3,247 | $6,958-53.3% | $6,276-48.3% | $6,688-51.4% |
| Admin fee / account holder | $5,782 | $12,013-51.9% | $10,363-44.2% | $13,397-56.8% |