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 | $86,593 | $183,963-52.9% | $162,163-46.6% | $152,861-43.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 25.79% | 150.76%-125.0pp | 115.59%-89.8pp | 345.32%-319.5pp |
| Employer contribution / active EE | $8,391 | $6,371+31.7% | $5,614+49.5% | $4,762+76.2% |
| Participant deferral / active EE | $12,478 | $8,034+55.3% | $7,298+71.0% | $5,850+113.3% |
| Admin fee / account holder | $39,257 | $13,121+199.2% | $10,843+262.1% | $11,596+238.5% |