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 | $88,144 | $185,822-52.6% | $169,993-48.1% | $139,434-36.8% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 21.21% | 60.50%-39.3pp | 53.37%-32.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $3,500 | $7,590-53.9% | $6,785-48.4% | $4,751-26.3% |
| Participant deferral / active EE | $13,046 | $11,622+12.3% | $10,408+25.4% | $6,710+94.4% |
| Admin fee / account holder | $1,486 | $15,381-90.3% | $12,815-88.4% | $11,403-87.0% |