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 | $45,244 | $198,466-77.2% | $170,442-73.5% | $147,584-69.3% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 17.34% | 257.29%-240.0pp | 205.93%-188.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $5,700 | $6,184-7.8% | $5,433+4.9% | $4,876+16.9% |
| Participant deferral / active EE | $4,765 | $5,629-15.3% | $4,939-3.5% | $5,439-12.4% |
| Admin fee / account holder | $2,359 | $16,852-86.0% | $13,880-83.0% | $10,885-78.3% |