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 | $53,275 | $148,534-64.1% | $135,903-60.8% | $139,434-61.8% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 13.82% | 79.19%-65.4pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,954 | $5,243-62.7% | $4,856-59.8% | $4,751-58.9% |
| Participant deferral / active EE | $7,727 | $8,100-4.6% | $7,758-0.4% | $6,710+15.1% |
| Admin fee / account holder | $512 | $12,400-95.9% | $10,762-95.2% | $11,403-95.5% |