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 | $81,624 | $183,519-55.5% | $155,509-47.5% | $145,922-44.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 44.70% | 61.17%-16.5pp | 64.67%-20.0pp | 561.29%-516.6pp |
| Employer contribution / active EE | $9,251 | $5,313+74.1% | $4,672+98.0% | $4,660+98.5% |
| Participant deferral / active EE | $9,757 | $6,462+51.0% | $5,626+73.4% | $6,688+45.9% |
| Admin fee / account holder | $3,884 | $19,313-79.9% | $15,912-75.6% | $13,397-71.0% |