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 | $61,114 | $198,466-69.2% | $170,442-64.1% | $147,584-58.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.84% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,673 | $6,184-56.8% | $5,433-50.8% | $4,876-45.2% |
| Participant deferral / active EE | $5,473 | $5,629-2.8% | $4,939+10.8% | $5,439+0.6% |
| Admin fee / account holder | $561 | $16,852-96.7% | $13,880-96.0% | $10,885-94.8% |