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 | $86,894 | $115,770-24.9% | $101,248-14.2% | $158,922-45.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 11.71% | 56.14%-44.4pp | 46.47%-34.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,373 | $4,175-43.2% | $3,660-35.2% | $4,761-50.2% |
| Participant deferral / active EE | $8,676 | $4,957+75.0% | $4,370+98.5% | $5,982+45.0% |
| Admin fee / account holder | $515 | $7,245-92.9% | $5,945-91.3% | $11,246-95.4% |