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 | $44,060 | $104,907-58.0% | $84,611-47.9% | $152,861-71.2% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 24.99% | 373.79%-348.8pp | 258.74%-233.7pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,369 | $3,302-28.2% | $2,652-10.7% | $4,762-50.3% |
| Participant deferral / active EE | $5,257 | $4,688+12.1% | $3,899+34.8% | $5,850-10.1% |
| Admin fee / account holder | $3,661 | $6,241-41.3% | $4,912-25.5% | $11,596-68.4% |