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 | $75,375 | $198,466-62.0% | $170,442-55.8% | $147,584-48.9% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 10.49% | 257.29%-246.8pp | 205.93%-195.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,072 | $6,184-66.5% | $5,433-61.9% | $4,876-57.5% |
| Participant deferral / active EE | $6,215 | $5,629+10.4% | $4,939+25.8% | $5,439+14.3% |
| Admin fee / account holder | $825 | $16,852-95.1% | $13,880-94.1% | $10,885-92.4% |