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 | $79,454 | $148,534-46.5% | $135,903-41.5% | $139,434-43.0% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 18.81% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $7,425 | $5,243+41.6% | $4,856+52.9% | $4,751+56.3% |
| Participant deferral / active EE | $6,095 | $8,100-24.8% | $7,758-21.4% | $6,710-9.2% |
| Admin fee / account holder | $983 | $12,400-92.1% | $10,762-90.9% | $11,403-91.4% |