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 | $112,568 | $148,534-24.2% | $135,903-17.2% | $139,434-19.3% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 16.53% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $6,418 | $5,243+22.4% | $4,856+32.2% | $4,751+35.1% |
| Participant deferral / active EE | $12,863 | $8,100+58.8% | $7,758+65.8% | $6,710+91.7% |
| Admin fee / account holder | $523 | $12,400-95.8% | $10,762-95.1% | $11,403-95.4% |