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 | $45,700 | $198,466-77.0% | $170,442-73.2% | $147,584-69.0% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 17.78% | 257.29%-239.5pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,049 | $6,184-50.7% | $5,433-43.9% | $4,876-37.5% |
| Participant deferral / active EE | $4,869 | $5,629-13.5% | $4,939-1.4% | $5,439-10.5% |
| Admin fee / account holder | $508 | $16,852-97.0% | $13,880-96.3% | $10,885-95.3% |