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 | $67,912 | $198,466-65.8% | $170,442-60.2% | $147,584-54.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 20.69% | 257.29%-236.6pp | 205.93%-185.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $5,884 | $6,184-4.8% | $5,433+8.3% | $4,876+20.7% |
| Participant deferral / active EE | $4,713 | $5,629-16.3% | $4,939-4.6% | $5,439-13.3% |
| Admin fee / account holder | $1,234 | $16,852-92.7% | $13,880-91.1% | $10,885-88.7% |