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 | $75,068 | $198,466-62.2% | $170,442-56.0% | $147,584-49.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.80% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,317 | $6,184-30.2% | $5,433-20.5% | $4,876-11.5% |
| Participant deferral / active EE | $4,744 | $5,629-15.7% | $4,939-4.0% | $5,439-12.8% |
| Admin fee / account holder | $388 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |