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 | $129,735 | $144,119-10.0% | $117,854+10.1% | $147,584-12.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 22.82% | 531.15%-508.3pp | 335.08%-312.3pp | 578.55%-555.7pp |
| Employer contribution / active EE | $13,809 | $4,896+182.0% | $3,786+264.7% | $4,876+183.2% |
| Participant deferral / active EE | $7,956 | $5,316+49.7% | $4,482+77.5% | $5,439+46.3% |
| Admin fee / account holder | $308 | $10,886-97.2% | $8,020-96.2% | $10,885-97.2% |