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 7-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 | $111,305 | $183,519-39.3% | $155,509-28.4% | $145,922-23.7% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 10.51% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $9,449 | $5,313+77.9% | $4,672+102.2% | $4,660+102.8% |
| Participant deferral / active EE | $3,795 | $6,462-41.3% | $5,626-32.5% | $6,688-43.3% |
| Admin fee / account holder | $376 | $19,313-98.1% | $15,912-97.6% | $13,397-97.2% |