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 | $52,546 | $226,064-76.8% | $182,532-71.2% | $152,861-65.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 17.74% | 192.51%-174.8pp | 148.54%-130.8pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,631 | $4,978-67.2% | $4,076-60.0% | $4,762-65.8% |
| Participant deferral / active EE | $2,800 | $6,368-56.0% | $5,524-49.3% | $5,850-52.1% |
| Admin fee / account holder | $10,075 | $10,703-5.9% | $8,592+17.3% | $11,596-13.1% |