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 | $45,651 | $228,332-80.0% | $185,823-75.4% | $158,922-71.3% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 14.22% | 40.80%-26.6pp | 35.95%-21.7pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,081 | $4,967-58.1% | $4,087-49.1% | $4,761-56.3% |
| Participant deferral / active EE | $2,702 | $6,415-57.9% | $5,632-52.0% | $5,982-54.8% |
| Admin fee / account holder | $3,727 | $11,864-68.6% | $9,500-60.8% | $11,246-66.9% |