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 | $62,247 | $210,698-70.5% | $178,014-65.0% | $145,959-57.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.56% | 386.27%-373.7pp | 294.80%-282.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,754 | $4,567-61.6% | $3,950-55.6% | $4,661-62.4% |
| Participant deferral / active EE | $3,919 | $6,958-43.7% | $6,276-37.6% | $6,689-41.4% |
| Admin fee / account holder | $3,334 | $12,016-72.3% | $10,362-67.8% | $13,398-75.1% |