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 | $71,498 | $198,466-64.0% | $170,442-58.1% | $147,584-51.6% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 10.41% | 257.29%-246.9pp | 205.93%-195.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $11,437 | $6,184+85.0% | $5,433+110.5% | $4,876+134.5% |
| Participant deferral / active EE | $6,631 | $5,629+17.8% | $4,939+34.2% | $5,439+21.9% |
| Admin fee / account holder | $61,760 | $16,852+266.5% | $13,880+344.9% | $10,885+467.4% |