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 | $90,601 | $159,901-43.3% | $146,958-38.3% | $145,922-37.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.30% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,620 | $5,286-50.4% | $4,933-46.9% | $4,660-43.8% |
| Participant deferral / active EE | $11,188 | $8,428+32.7% | $8,070+38.6% | $6,688+67.3% |
| Admin fee / account holder | $18,002 | $15,044+19.7% | $12,998+38.5% | $13,397+34.4% |