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 | $56,443 | $198,466-71.6% | $170,442-66.9% | $147,584-61.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 20.54% | 257.29%-236.8pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,353 | $6,184-62.0% | $5,433-56.7% | $4,876-51.8% |
| Participant deferral / active EE | $6,518 | $5,629+15.8% | $4,939+32.0% | $5,439+19.8% |
| Admin fee / account holder | $2,509 | $16,852-85.1% | $13,880-81.9% | $10,885-77.0% |