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 | $62,300 | $198,466-68.6% | $170,442-63.4% | $147,584-57.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 18.71% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $13,136 | $6,184+112.4% | $5,433+141.8% | $4,876+169.4% |
| Participant deferral / active EE | $3,794 | $5,629-32.6% | $4,939-23.2% | $5,439-30.2% |
| Admin fee / account holder | $941 | $16,852-94.4% | $13,880-93.2% | $10,885-91.4% |