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 | $63,821 | $197,591-67.7% | $177,821-64.1% | $158,922-59.8% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.2pp | 82.0%-3.4pp |
| Annual return | 40.28% | 58.76%-18.5pp | 48.32%-8.0pp | 302.83%-262.5pp |
| Employer contribution / active EE | $10,532 | $6,697+57.2% | $5,918+78.0% | $4,761+121.2% |
| Participant deferral / active EE | $12,607 | $8,405+50.0% | $7,714+63.4% | $5,982+110.7% |
| Admin fee / account holder | $1,450 | $15,399-90.6% | $12,427-88.3% | $11,246-87.1% |