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 | $51,694 | $165,912-68.8% | $122,332-57.7% | $147,584-65.0% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 11.69% | 34.55%-22.9pp | 30.27%-18.6pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,694 | $5,754-53.2% | $4,050-33.5% | $4,876-44.8% |
| Participant deferral / active EE | $2,681 | $4,005-33.1% | $3,287-18.4% | $5,439-50.7% |
| Admin fee / account holder | $4,928 | $7,424-33.6% | $5,478-10.0% | $10,885-54.7% |