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 | $82,864 | $198,466-58.2% | $170,442-51.4% | $147,584-43.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 15.95% | 257.29%-241.3pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,153 | $6,184-32.8% | $5,433-23.5% | $4,876-14.8% |
| Participant deferral / active EE | $7,085 | $5,629+25.9% | $4,939+43.4% | $5,439+30.3% |
| Admin fee / account holder | $921 | $16,852-94.5% | $13,880-93.4% | $10,885-91.5% |