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 | $53,964 | $209,411-74.2% | $178,490-69.8% | $158,922-66.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 16.90% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $8,930 | $5,706+56.5% | $5,011+78.2% | $4,761+87.6% |
| Participant deferral / active EE | $3,066 | $5,954-48.5% | $5,202-41.0% | $5,982-48.7% |
| Admin fee / account holder | $1,657 | $17,074-90.3% | $13,984-88.2% | $11,246-85.3% |