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 | $48,960 | $135,635-63.9% | $110,238-55.6% | $135,375-63.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 10.69% | 513.19%-502.5pp | 314.74%-304.0pp | 519.73%-509.0pp |
| Employer contribution / active EE | $1,582 | $4,906-67.8% | $3,826-58.7% | $4,779-66.9% |
| Participant deferral / active EE | $6,503 | $5,506+18.1% | $4,672+39.2% | $5,609+15.9% |
| Admin fee / account holder | $16,785 | $11,457+46.5% | $8,547+96.4% | $10,827+55.0% |