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 | $63,796 | $198,466-67.9% | $170,442-62.6% | $147,584-56.8% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 11.41% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $4,114 | $6,184-33.5% | $5,433-24.3% | $4,876-15.6% |
| Participant deferral / active EE | $7,927 | $5,629+40.8% | $4,939+60.5% | $5,439+45.7% |
| Admin fee / account holder | $8,827 | $16,852-47.6% | $13,880-36.4% | $10,885-18.9% |