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 | $64,043 | $198,466-67.7% | $170,442-62.4% | $147,584-56.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.56% | 257.29%-239.7pp | 205.93%-188.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $8,287 | $6,184+34.0% | $5,433+52.5% | $4,876+69.9% |
| Participant deferral / active EE | $3,900 | $5,629-30.7% | $4,939-21.0% | $5,439-28.3% |
| Admin fee / account holder | $893 | $16,852-94.7% | $13,880-93.6% | $10,885-91.8% |