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 | $56,455 | $198,466-71.6% | $170,442-66.9% | $147,584-61.7% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 9.91% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $2,453 | $6,184-60.3% | $5,433-54.9% | $4,876-49.7% |
| Participant deferral / active EE | $3,929 | $5,629-30.2% | $4,939-20.5% | $5,439-27.8% |
| Admin fee / account holder | $26,207 | $16,852+55.5% | $13,880+88.8% | $10,885+140.8% |