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 | $49,610 | $217,402-77.2% | $185,823-73.3% | $167,490-70.4% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 12.58% | 148.36%-135.8pp | 122.05%-109.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $3,299 | $5,873-43.8% | $5,167-36.2% | $4,837-31.8% |
| Participant deferral / active EE | $6,416 | $6,356+0.9% | $5,568+15.2% | $6,341+1.2% |
| Admin fee / account holder | $4,722 | $19,811-76.2% | $16,237-70.9% | $12,309-61.6% |