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 | $50,358 | $197,591-74.5% | $177,821-71.7% | $158,922-68.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 19.15% | 58.76%-39.6pp | 48.32%-29.2pp | 302.83%-283.7pp |
| Employer contribution / active EE | $3,305 | $6,697-50.7% | $5,918-44.2% | $4,761-30.6% |
| Participant deferral / active EE | $6,783 | $8,405-19.3% | $7,714-12.1% | $5,982+13.4% |
| Admin fee / account holder | $517 | $15,399-96.6% | $12,427-95.8% | $11,246-95.4% |