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 | $44,604 | $104,251-57.2% | $91,001-51.0% | $147,584-69.8% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 24.41% | 27.06%-2.7pp | 4.60%+19.8pp | 578.55%-554.1pp |
| Employer contribution / active EE | $5,219 | $3,116+67.5% | $2,456+112.5% | $4,876+7.0% |
| Participant deferral / active EE | $13,912 | $4,195+231.6% | $3,547+292.2% | $5,439+155.8% |
| Admin fee / account holder | $5,074 | $8,948-43.3% | $5,417-6.3% | $10,885-53.4% |