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 | $98,120 | $198,466-50.6% | $170,442-42.4% | $147,584-33.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 11.45% | 257.29%-245.8pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,059 | $6,184-66.7% | $5,433-62.1% | $4,876-57.8% |
| Participant deferral / active EE | $3,594 | $5,629-36.2% | $4,939-27.2% | $5,439-33.9% |
| Admin fee / account holder | $702 | $16,852-95.8% | $13,880-94.9% | $10,885-93.6% |