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 | $54,415 | $209,411-74.0% | $178,490-69.5% | $158,922-65.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 22.36% | 188.75%-166.4pp | 151.07%-128.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,138 | $5,706-62.5% | $5,011-57.3% | $4,761-55.1% |
| Participant deferral / active EE | $6,113 | $5,954+2.7% | $5,202+17.5% | $5,982+2.2% |
| Admin fee / account holder | $2,119 | $17,074-87.6% | $13,984-84.8% | $11,246-81.2% |