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 | $129,101 | $198,466-35.0% | $170,442-24.3% | $147,584-12.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 13.04% | 257.29%-244.3pp | 205.93%-192.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,978 | $6,184-51.8% | $5,433-45.2% | $4,876-38.9% |
| Participant deferral / active EE | $6,210 | $5,629+10.3% | $4,939+25.7% | $5,439+14.2% |
| Admin fee / account holder | $29,438 | $16,852+74.7% | $13,880+112.1% | $10,885+170.4% |