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 | $83,643 | $165,984-49.6% | $164,813-49.2% | $145,922-42.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 9.74% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $10,747 | $5,273+103.8% | $4,341+147.6% | $4,660+130.6% |
| Participant deferral / active EE | $4,594 | $6,959-34.0% | $6,031-23.8% | $6,688-31.3% |
| Admin fee / account holder | $901 | $16,648-94.6% | $12,690-92.9% | $13,397-93.3% |