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 | $72,382 | $198,466-63.5% | $170,442-57.5% | $147,584-51.0% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 19.41% | 257.29%-237.9pp | 205.93%-186.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,449 | $6,184-76.6% | $5,433-73.3% | $4,876-70.3% |
| Participant deferral / active EE | $5,385 | $5,629-4.4% | $4,939+9.0% | $5,439-1.0% |
| Admin fee / account holder | $5,735 | $16,852-66.0% | $13,880-58.7% | $10,885-47.3% |