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 | $84,794 | $198,466-57.3% | $170,442-50.3% | $147,584-42.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 13.53% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,533 | $6,184-75.2% | $5,433-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $4,867 | $5,629-13.5% | $4,939-1.5% | $5,439-10.5% |
| Admin fee / account holder | $497 | $16,852-97.0% | $13,880-96.4% | $10,885-95.4% |