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 | $46,330 | $817,678-94.3% | $392,568-88.2% | $152,861-69.7% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.1%-5.3pp | 82.4%-9.7pp |
| Annual return | 18.90% | 22.84%-3.9pp | 24.42%-5.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,331 | $5,502-39.5% | $3,783-11.9% | $4,762-30.1% |
| Participant deferral / active EE | $6,511 | $8,398-22.5% | $5,985+8.8% | $5,850+11.3% |
| Admin fee / account holder | $24,105 | $12,095+99.3% | $6,260+285.1% | $11,596+107.9% |