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 | $55,903 | $226,064-75.3% | $182,532-69.4% | $152,861-63.4% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.0%+16.8pp | 82.4%+12.3pp |
| Annual return | 20.55% | 192.51%-172.0pp | 148.54%-128.0pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,393 | $4,978-51.9% | $4,076-41.3% | $4,762-49.7% |
| Participant deferral / active EE | $3,787 | $6,368-40.5% | $5,524-31.5% | $5,850-35.3% |
| Admin fee / account holder | $3,805 | $10,703-64.5% | $8,592-55.7% | $11,596-67.2% |