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 | $54,825 | $198,466-72.4% | $170,442-67.8% | $147,584-62.9% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 19.11% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $4,410 | $6,184-28.7% | $5,433-18.8% | $4,876-9.6% |
| Participant deferral / active EE | $3,972 | $5,629-29.4% | $4,939-19.6% | $5,439-27.0% |
| Admin fee / account holder | $5,125 | $16,852-69.6% | $13,880-63.1% | $10,885-52.9% |