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 | $55,307 | $176,056-68.6% | $159,436-65.3% | $167,490-67.0% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.37% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,199 | $5,297-58.5% | $4,829-54.5% | $4,837-54.5% |
| Participant deferral / active EE | $3,364 | $7,750-56.6% | $7,352-54.2% | $6,341-46.9% |
| Admin fee / account holder | $3,006 | $12,554-76.1% | $10,799-72.2% | $12,309-75.6% |