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 | $56,020 | $198,466-71.8% | $170,442-67.1% | $147,584-62.0% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 10.88% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,374 | $6,184-61.6% | $5,433-56.3% | $4,876-51.3% |
| Participant deferral / active EE | $2,484 | $5,629-55.9% | $4,939-49.7% | $5,439-54.3% |
| Admin fee / account holder | $592 | $16,852-96.5% | $13,880-95.7% | $10,885-94.6% |