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 | $34,310 | $209,411-83.6% | $178,490-80.8% | $158,922-78.4% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 11.16% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,989 | $5,706-65.1% | $5,011-60.3% | $4,761-58.2% |
| Participant deferral / active EE | $5,636 | $5,954-5.3% | $5,202+8.4% | $5,982-5.8% |
| Admin fee / account holder | $1,380 | $17,074-91.9% | $13,984-90.1% | $11,246-87.7% |