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 | $56,493 | $226,064-75.0% | $182,532-69.1% | $152,861-63.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 22.10% | 192.51%-170.4pp | 148.54%-126.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $872 | $4,978-82.5% | $4,076-78.6% | $4,762-81.7% |
| Participant deferral / active EE | $9,579 | $6,368+50.4% | $5,524+73.4% | $5,850+63.7% |
| Admin fee / account holder | $5,348 | $10,703-50.0% | $8,592-37.8% | $11,596-53.9% |