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 | $30,520 | $202,432-84.9% | $169,368-82.0% | $139,434-78.1% |
| Participation rate | 81.0% | 81.1%-0.1pp | 77.1%+3.8pp | 80.3%+0.6pp |
| Annual return | 10.88% | 531.74%-520.9pp | 405.60%-394.7pp | 372.94%-362.1pp |
| Employer contribution / active EE | $865 | $4,692-81.6% | $4,013-78.5% | $4,751-81.8% |
| Participant deferral / active EE | $2,405 | $6,938-65.3% | $6,221-61.3% | $6,710-64.2% |
| Admin fee / account holder | $8,826 | $10,708-17.6% | $9,003-2.0% | $11,403-22.6% |