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 | $49,406 | $165,984-70.2% | $164,813-70.0% | $145,922-66.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 10.03% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,075 | $5,273-41.7% | $4,341-29.2% | $4,660-34.0% |
| Participant deferral / active EE | $6,420 | $6,959-7.7% | $6,031+6.4% | $6,688-4.0% |
| Admin fee / account holder | $6,264 | $16,648-62.4% | $12,690-50.6% | $13,397-53.2% |