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 | $51,087 | $198,466-74.3% | $170,442-70.0% | $147,584-65.4% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 21.50% | 257.29%-235.8pp | 205.93%-184.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,778 | $6,184-55.1% | $5,433-48.9% | $4,876-43.0% |
| Participant deferral / active EE | $6,931 | $5,629+23.1% | $4,939+40.3% | $5,439+27.4% |
| Admin fee / account holder | $850 | $16,852-95.0% | $13,880-93.9% | $10,885-92.2% |