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 | $48,583 | $183,963-73.6% | $162,163-70.0% | $152,861-68.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.12% | 150.76%-135.6pp | 115.59%-100.5pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,602 | $6,371-74.9% | $5,614-71.5% | $4,762-66.4% |
| Participant deferral / active EE | $4,478 | $8,034-44.3% | $7,298-38.6% | $5,850-23.5% |
| Admin fee / account holder | $973 | $13,121-92.6% | $10,843-91.0% | $11,596-91.6% |