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 | $52,204 | $177,572-70.6% | $154,803-66.3% | $142,382-63.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 11.47% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,964 | $4,810-17.6% | $4,305-7.9% | $4,299-7.8% |
| Participant deferral / active EE | $12,838 | $6,272+104.7% | $5,540+131.7% | $6,507+97.3% |
| Admin fee / account holder | $22,469 | $16,786+33.9% | $14,329+56.8% | $12,624+78.0% |