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 | $49,825 | $107,452-53.6% | $91,541-45.6% | $142,382-65.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 16.30% | 22.06%-5.8pp | 20.50%-4.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,400 | $2,994+13.6% | $2,505+35.8% | $4,299-20.9% |
| Participant deferral / active EE | $3,400 | $4,754-28.5% | $4,008-15.2% | $6,507-47.7% |
| Admin fee / account holder | $13,184 | $8,834+49.2% | $6,956+89.5% | $12,624+4.4% |