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 | $56,610 | $198,466-71.5% | $170,442-66.8% | $147,584-61.6% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 9.87% | 257.29%-247.4pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,645 | $6,184-73.4% | $5,433-69.7% | $4,876-66.3% |
| Participant deferral / active EE | $2,998 | $5,629-46.7% | $4,939-39.3% | $5,439-44.9% |
| Admin fee / account holder | $445 | $16,852-97.4% | $13,880-96.8% | $10,885-95.9% |