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 | $39,456 | $198,466-80.1% | $170,442-76.9% | $147,584-73.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 12.69% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,829 | $6,184-54.2% | $5,433-47.9% | $4,876-42.0% |
| Participant deferral / active EE | $6,430 | $5,629+14.2% | $4,939+30.2% | $5,439+18.2% |
| Admin fee / account holder | $2,245 | $16,852-86.7% | $13,880-83.8% | $10,885-79.4% |