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 | $80,276 | $150,187-46.5% | $120,354-33.3% | $145,922-45.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 12.78% | 154.07%-141.3pp | 107.15%-94.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,804 | $4,348-12.5% | $3,463+9.9% | $4,660-18.4% |
| Participant deferral / active EE | $3,614 | $6,173-41.5% | $4,991-27.6% | $6,688-46.0% |
| Admin fee / account holder | $14,289 | $12,207+17.1% | $9,423+51.6% | $13,397+6.7% |