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 | $53,288 | $69,207-23.0% | $64,056-16.8% | $139,434-61.8% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 20.20% | 45.88%-25.7pp | 33.69%-13.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,250 | $3,182+2.1% | $2,747+18.3% | $4,751-31.6% |
| Participant deferral / active EE | $4,660 | $4,682-0.5% | $3,880+20.1% | $6,710-30.6% |
| Admin fee / account holder | $843 | $4,244-80.1% | $3,068-72.5% | $11,403-92.6% |