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 | $49,572 | $201,259-75.4% | $184,200-73.1% | $145,959-66.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.49% | 28.98%-16.5pp | 28.80%-16.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,545 | $7,018-63.7% | $6,424-60.4% | $4,661-45.4% |
| Participant deferral / active EE | $3,297 | $9,806-66.4% | $9,132-63.9% | $6,689-50.7% |
| Admin fee / account holder | $7,401 | $16,372-54.8% | $13,907-46.8% | $13,398-44.8% |