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 | $64,552 | $148,534-56.5% | $135,903-52.5% | $139,434-53.7% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 19.96% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $6,291 | $5,243+20.0% | $4,856+29.5% | $4,751+32.4% |
| Participant deferral / active EE | $12,954 | $8,100+59.9% | $7,758+67.0% | $6,710+93.0% |
| Admin fee / account holder | $4,839 | $12,400-61.0% | $10,762-55.0% | $11,403-57.6% |