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 | $54,771 | $209,411-73.8% | $178,490-69.3% | $158,922-65.5% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 16.12% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,805 | $5,706-50.8% | $5,011-44.0% | $4,761-41.1% |
| Participant deferral / active EE | $5,506 | $5,954-7.5% | $5,202+5.8% | $5,982-8.0% |
| Admin fee / account holder | $897 | $17,074-94.7% | $13,984-93.6% | $11,246-92.0% |