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 | $67,836 | $214,378-68.4% | $200,582-66.2% | $142,382-52.4% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 11.69% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,687 | $6,841-31.5% | $6,419-27.0% | $4,299+9.0% |
| Participant deferral / active EE | $9,856 | $9,865-0.1% | $9,331+5.6% | $6,507+51.5% |
| Admin fee / account holder | $35,977 | $17,692+103.3% | $16,305+120.7% | $12,624+185.0% |