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 | $72,771 | $198,466-63.3% | $170,442-57.3% | $147,584-50.7% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 37.31% | 257.29%-220.0pp | 205.93%-168.6pp | 578.55%-541.2pp |
| Employer contribution / active EE | $7,139 | $6,184+15.5% | $5,433+31.4% | $4,876+46.4% |
| Participant deferral / active EE | $5,634 | $5,629+0.1% | $4,939+14.1% | $5,439+3.6% |
| Admin fee / account holder | $373 | $16,852-97.8% | $13,880-97.3% | $10,885-96.6% |