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 | $75,133 | $183,592-59.1% | $155,567-51.7% | $145,959-48.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.70% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $6,814 | $5,315+28.2% | $4,674+45.8% | $4,661+46.2% |
| Participant deferral / active EE | $3,517 | $6,464-45.6% | $5,628-37.5% | $6,689-47.4% |
| Admin fee / account holder | $1,110 | $19,318-94.3% | $15,916-93.0% | $13,398-91.7% |