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 | $32,313 | $226,064-85.7% | $182,532-82.3% | $152,861-78.9% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 20.56% | 192.51%-172.0pp | 148.54%-128.0pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,199 | $4,978-35.7% | $4,076-21.5% | $4,762-32.8% |
| Participant deferral / active EE | $6,292 | $6,368-1.2% | $5,524+13.9% | $5,850+7.5% |
| Admin fee / account holder | $9,480 | $10,703-11.4% | $8,592+10.3% | $11,596-18.2% |