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 | $102,049 | $198,466-48.6% | $170,442-40.1% | $147,584-30.9% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 17.14% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $8,331 | $6,184+34.7% | $5,433+53.3% | $4,876+70.8% |
| Participant deferral / active EE | $5,296 | $5,629-5.9% | $4,939+7.2% | $5,439-2.6% |
| Admin fee / account holder | $2,242 | $16,852-86.7% | $13,880-83.8% | $10,885-79.4% |