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 | $43,028 | $118,680-63.7% | $98,907-56.5% | $158,922-72.9% |
| Participation rate | 76.9% | 77.8%-0.9pp | 76.0%+0.9pp | 82.0%-5.0pp |
| Annual return | 16.31% | 372.35%-356.0pp | 196.43%-180.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,814 | $3,333-45.6% | $2,689-32.6% | $4,761-61.9% |
| Participant deferral / active EE | $5,606 | $5,088+10.2% | $4,244+32.1% | $5,982-6.3% |
| Admin fee / account holder | $1,615 | $10,131-84.1% | $6,642-75.7% | $11,246-85.6% |