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 | $55,578 | $214,378-74.1% | $200,582-72.3% | $142,382-61.0% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 26.53% | 46.41%-19.9pp | 42.33%-15.8pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,550 | $6,841-62.7% | $6,419-60.3% | $4,299-40.7% |
| Participant deferral / active EE | $3,666 | $9,865-62.8% | $9,331-60.7% | $6,507-43.7% |
| Admin fee / account holder | $4,657 | $17,692-73.7% | $16,305-71.4% | $12,624-63.1% |