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 | $50,432 | $107,334-53.0% | $92,893-45.7% | $152,861-67.0% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 19.39% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,477 | $4,221-65.0% | $3,653-59.6% | $4,762-69.0% |
| Participant deferral / active EE | $4,046 | $4,845-16.5% | $4,236-4.5% | $5,850-30.8% |
| Admin fee / account holder | $3,992 | $7,079-43.6% | $5,794-31.1% | $11,596-65.6% |