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 | $50,631 | $209,411-75.8% | $178,490-71.6% | $158,922-68.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 17.65% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,513 | $5,706-56.0% | $5,011-49.8% | $4,761-47.2% |
| Participant deferral / active EE | $3,447 | $5,954-42.1% | $5,202-33.7% | $5,982-42.4% |
| Admin fee / account holder | $5,901 | $17,074-65.4% | $13,984-57.8% | $11,246-47.5% |