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 | $78,040 | $185,822-58.0% | $169,993-54.1% | $139,434-44.0% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 19.64% | 60.50%-40.9pp | 53.37%-33.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,664 | $7,590-64.9% | $6,785-60.7% | $4,751-43.9% |
| Participant deferral / active EE | $7,383 | $11,622-36.5% | $10,408-29.1% | $6,710+10.0% |
| Admin fee / account holder | $831 | $15,381-94.6% | $12,815-93.5% | $11,403-92.7% |