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 | $53,926 | $183,519-70.6% | $155,509-65.3% | $145,922-63.0% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 8.96% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,039 | $5,313-42.8% | $4,672-35.0% | $4,660-34.8% |
| Participant deferral / active EE | $4,921 | $6,462-23.9% | $5,626-12.5% | $6,688-26.4% |
| Admin fee / account holder | $41,280 | $19,313+113.7% | $15,912+159.4% | $13,397+208.1% |