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 | $82,790 | $175,202-52.7% | $149,673-44.7% | $139,434-40.6% |
| Participation rate | 85.0% | 83.4%+1.6pp | 78.8%+6.2pp | 80.3%+4.7pp |
| Annual return | 13.68% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $7,481 | $5,474+36.7% | $4,818+55.3% | $4,751+57.5% |
| Participant deferral / active EE | $7,165 | $6,519+9.9% | $5,680+26.2% | $6,710+6.8% |
| Admin fee / account holder | $33,930 | $16,150+110.1% | $13,210+156.9% | $11,403+197.6% |