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 | $50,670 | $185,822-72.7% | $169,993-70.2% | $139,434-63.7% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 13.38% | 60.50%-47.1pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,773 | $7,590-37.1% | $6,785-29.7% | $4,751+0.5% |
| Participant deferral / active EE | $4,893 | $11,622-57.9% | $10,408-53.0% | $6,710-27.1% |
| Admin fee / account holder | $21,353 | $15,381+38.8% | $12,815+66.6% | $11,403+87.3% |