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 | $64,968 | $198,466-67.3% | $170,442-61.9% | $147,584-56.0% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 13.65% | 257.29%-243.6pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,379 | $6,184-77.7% | $5,433-74.6% | $4,876-71.7% |
| Participant deferral / active EE | $8,609 | $5,629+52.9% | $4,939+74.3% | $5,439+58.3% |
| Admin fee / account holder | $35,780 | $16,852+112.3% | $13,880+157.8% | $10,885+228.7% |