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 | $85,816 | $226,064-62.0% | $182,532-53.0% | $152,861-43.9% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.0%-1.1pp | 82.4%-5.5pp |
| Annual return | 20.92% | 192.51%-171.6pp | 148.54%-127.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $804 | $4,978-83.9% | $4,076-80.3% | $4,762-83.1% |
| Participant deferral / active EE | $2,075 | $6,368-67.4% | $5,524-62.4% | $5,850-64.5% |
| Admin fee / account holder | $653 | $10,703-93.9% | $8,592-92.4% | $11,596-94.4% |