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 | $53,466 | $157,256-66.0% | $141,162-62.1% | $152,861-65.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 21.15% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,616 | $5,261-50.3% | $4,735-44.7% | $4,762-45.1% |
| Participant deferral / active EE | $3,584 | $7,109-49.6% | $6,709-46.6% | $5,850-38.7% |
| Admin fee / account holder | $1,303 | $12,120-89.3% | $10,261-87.3% | $11,596-88.8% |