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 | $50,005 | $157,256-68.2% | $141,162-64.6% | $152,861-67.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 15.11% | 64.32%-49.2pp | 71.39%-56.3pp | 345.32%-330.2pp |
| Employer contribution / active EE | $3,278 | $5,261-37.7% | $4,735-30.8% | $4,762-31.2% |
| Participant deferral / active EE | $9,823 | $7,109+38.2% | $6,709+46.4% | $5,850+67.9% |
| Admin fee / account holder | $33,747 | $12,120+178.4% | $10,261+228.9% | $11,596+191.0% |