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 | $87,512 | $209,411-58.2% | $178,490-51.0% | $158,922-44.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 15.23% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,473 | $5,706-56.7% | $5,011-50.6% | $4,761-48.1% |
| Participant deferral / active EE | $9,893 | $5,954+66.2% | $5,202+90.2% | $5,982+65.4% |
| Admin fee / account holder | $3,170 | $17,074-81.4% | $13,984-77.3% | $11,246-71.8% |