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 | $48,157 | $210,648-77.1% | $177,989-72.9% | $145,922-67.0% |
| Participation rate | 73.3% | 80.8%-7.4pp | 77.1%-3.8pp | 80.3%-6.9pp |
| Annual return | 12.66% | 385.86%-373.2pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,576 | $4,565-65.5% | $3,949-60.1% | $4,660-66.2% |
| Participant deferral / active EE | $3,638 | $6,958-47.7% | $6,276-42.0% | $6,688-45.6% |
| Admin fee / account holder | $2,719 | $12,013-77.4% | $10,363-73.8% | $13,397-79.7% |