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 | $52,947 | $148,534-64.4% | $135,903-61.0% | $139,434-62.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.84% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,982 | $5,243-62.2% | $4,856-59.2% | $4,751-58.3% |
| Participant deferral / active EE | $7,173 | $8,100-11.4% | $7,758-7.5% | $6,710+6.9% |
| Admin fee / account holder | $1,822 | $12,400-85.3% | $10,762-83.1% | $11,403-84.0% |