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 | $75,788 | $183,519-58.7% | $155,509-51.3% | $145,922-48.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.14% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,388 | $5,313-55.1% | $4,672-48.9% | $4,660-48.8% |
| Participant deferral / active EE | $3,563 | $6,462-44.9% | $5,626-36.7% | $6,688-46.7% |
| Admin fee / account holder | $797 | $19,313-95.9% | $15,912-95.0% | $13,397-94.0% |