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 | $49,356 | $183,519-73.1% | $155,509-68.3% | $145,922-66.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.67% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,079 | $5,313-23.2% | $4,672-12.7% | $4,660-12.5% |
| Participant deferral / active EE | $3,273 | $6,462-49.4% | $5,626-41.8% | $6,688-51.1% |
| Admin fee / account holder | $3,158 | $19,313-83.7% | $15,912-80.2% | $13,397-76.4% |