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 | $48,374 | $157,256-69.2% | $141,162-65.7% | $152,861-68.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 25.29% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,747 | $5,261-9.8% | $4,735+0.3% | $4,762-0.3% |
| Participant deferral / active EE | $9,898 | $7,109+39.2% | $6,709+47.5% | $5,850+69.2% |
| Admin fee / account holder | $5,089 | $12,120-58.0% | $10,261-50.4% | $11,596-56.1% |