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 | $48,974 | $183,963-73.4% | $162,163-69.8% | $152,861-68.0% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.6%+8.3pp | 82.4%+13.4pp |
| Annual return | 17.74% | 150.76%-133.0pp | 115.59%-97.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,395 | $6,371-78.1% | $5,614-75.1% | $4,762-70.7% |
| Participant deferral / active EE | $3,324 | $8,034-58.6% | $7,298-54.4% | $5,850-43.2% |
| Admin fee / account holder | $5,865 | $13,121-55.3% | $10,843-45.9% | $11,596-49.4% |