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 | $98,668 | $198,466-50.3% | $170,442-42.1% | $147,584-33.1% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 11.76% | 257.29%-245.5pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,233 | $6,184-63.9% | $5,433-58.9% | $4,876-54.2% |
| Participant deferral / active EE | $9,037 | $5,629+60.5% | $4,939+83.0% | $5,439+66.2% |
| Admin fee / account holder | $379 | $16,852-97.8% | $13,880-97.3% | $10,885-96.5% |