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 | $126,328 | $183,519-31.2% | $155,509-18.8% | $145,922-13.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.48% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $8,264 | $5,313+55.6% | $4,672+76.9% | $4,660+77.4% |
| Participant deferral / active EE | $7,876 | $6,462+21.9% | $5,626+40.0% | $6,688+17.8% |
| Admin fee / account holder | $1,463 | $19,313-92.4% | $15,912-90.8% | $13,397-89.1% |