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 | $65,527 | $198,466-67.0% | $170,442-61.6% | $147,584-55.6% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 18.55% | 257.29%-238.7pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,711 | $6,184-72.3% | $5,433-68.5% | $4,876-64.9% |
| Participant deferral / active EE | $6,389 | $5,629+13.5% | $4,939+29.4% | $5,439+17.5% |
| Admin fee / account holder | $1,390 | $16,852-91.8% | $13,880-90.0% | $10,885-87.2% |