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 | $48,631 | $183,519-73.5% | $155,509-68.7% | $145,922-66.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.53% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,393 | $5,313-36.1% | $4,672-27.4% | $4,660-27.2% |
| Participant deferral / active EE | $7,242 | $6,462+12.1% | $5,626+28.7% | $6,688+8.3% |
| Admin fee / account holder | $26,423 | $19,313+36.8% | $15,912+66.1% | $13,397+97.2% |