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 | $47,466 | $117,381-59.6% | $99,443-52.3% | $152,861-68.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 18.94% | 31.87%-12.9pp | 30.72%-11.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,260 | $3,013-58.2% | $2,540-50.4% | $4,762-73.5% |
| Participant deferral / active EE | $6,796 | $4,086+66.3% | $3,619+87.8% | $5,850+16.2% |
| Admin fee / account holder | $459 | $7,631-94.0% | $6,250-92.7% | $11,596-96.0% |