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 | $51,728 | $217,402-76.2% | $185,823-72.2% | $167,490-69.1% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 17.46% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,451 | $5,873-75.3% | $5,167-71.9% | $4,837-70.0% |
| Participant deferral / active EE | $5,059 | $6,356-20.4% | $5,568-9.1% | $6,341-20.2% |
| Admin fee / account holder | $791 | $19,811-96.0% | $16,237-95.1% | $12,309-93.6% |